+13,507.3%
GOOGL vs PFG
+563.8%
+12,943.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -2.3% | +5.5% | -7.8% | -3.8% |
| 30D | -6.6% | +2.4% | -8.9% | -7.2% |
| 3M | -8.9% | +13.6% | -22.5% | -12.2% |
| 6M | +11.9% | +27.9% | -16.0% | +4.4% |
| YTD | +8.3% | +35.6% | -27.2% | -0.6% |
| 1Y | +46.2% | +48.5% | -2.3% | +30.6% |
| 3Y | +151.9% | +66.9% | +85.0% | +115.3% |
| 5Y | +137.7% | +111.0% | +26.8% | +89.4% |
| 10Y | +757.6% | +244.5% | +513.1% | +469.7% |
| All | +13,507.3% | +563.8% | +12,943.4% | +5,837.9% |
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