+16.2%
GEN vs PFG
+44.5%
-28.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | +1.0% | +3.0% | -1.9% | -0.5% |
| 30D | +29.1% | +8.2% | +20.9% | +24.4% |
| 3M | +2.9% | +2.7% | +0.2% | +1.5% |
| 6M | +33.6% | +17.2% | +16.4% | +23.3% |
| YTD | +12.0% | +34.8% | -22.7% | -2.8% |
| 1Y | +16.2% | +43.6% | -27.4% | -3.4% |
| All | +16.2% | +44.5% | -28.3% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling