+1,101.8%
GEN vs PFG
+1,008.7%
+93.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | +1.0% | +3.0% | -1.9% | +0.1% |
| 30D | +29.1% | +8.2% | +20.9% | +26.1% |
| 3M | +2.9% | +2.7% | +0.2% | +2.0% |
| 6M | +33.6% | +17.2% | +16.4% | +27.3% |
| YTD | +12.0% | +34.8% | -22.7% | +2.3% |
| 1Y | +16.2% | +43.6% | -27.4% | +4.1% |
| 3Y | +65.1% | +85.4% | -20.4% | +36.5% |
| 5Y | +33.3% | +102.2% | -68.9% | +6.4% |
| 10Y | +149.7% | +190.2% | -40.6% | +66.2% |
| All | +1,101.8% | +1,008.7% | +93.1% | +255.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling