+6,332.9%
GRMN vs PFG
+985.4%
+5,347.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -0.9% | +2.4% | -3.3% | -1.6% |
| 30D | +1.2% | +5.9% | -4.7% | -0.6% |
| 3M | -8.9% | -0.4% | -8.5% | -8.9% |
| 6M | +23.0% | +14.8% | +8.2% | +17.4% |
| YTD | +41.2% | +31.9% | +9.3% | +29.0% |
| 1Y | +47.5% | +38.8% | +8.7% | +32.6% |
| 3Y | +155.8% | +82.4% | +73.4% | +111.0% |
| 5Y | +120.2% | +94.7% | +25.5% | +76.2% |
| 10Y | +629.9% | +187.0% | +442.9% | +391.6% |
| All | +6,332.9% | +985.4% | +5,347.6% | +2,478.5% |
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