+6,172.3%
GRMN vs PFG
+1,015.3%
+5,157.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.5% | +0.4% |
| 7D | -2.9% | +5.5% | -8.4% | -4.6% |
| 30D | -8.4% | +2.4% | -10.8% | -9.2% |
| 3M | +15.0% | +13.6% | +1.4% | +10.2% |
| 6M | +11.2% | +27.9% | -16.7% | +2.7% |
| YTD | +37.7% | +35.6% | +2.1% | +24.8% |
| 1Y | +18.5% | +48.5% | -30.0% | +4.2% |
| 3Y | +175.8% | +66.9% | +108.9% | +133.6% |
| 5Y | +75.1% | +111.0% | -35.9% | +36.8% |
| 10Y | +637.0% | +244.5% | +392.5% | +371.1% |
| All | +6,172.3% | +1,015.3% | +5,157.0% | +2,394.2% |
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