+57.4%
INTC vs PFG
+46.8%
+10.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.9% | -4.8% |
| 7D | -39.0% | +4.9% | -43.9% | -39.6% |
| 30D | -49.8% | +5.7% | -55.5% | -50.4% |
| 3M | -42.2% | +2.6% | -44.8% | -42.8% |
| 6M | -39.2% | +19.8% | -59.0% | -46.4% |
| YTD | +57.9% | +36.3% | +21.6% | +26.6% |
| 1Y | +57.4% | +47.9% | +9.5% | +22.2% |
| All | +57.4% | +46.8% | +10.5% | +22.2% |
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 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