+318.3%
INTC vs PFG
+49.5%
+268.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.6% | +2.2% |
| 7D | +7.5% | -0.4% | +7.9% | +7.6% |
| 30D | +2.0% | +2.9% | -0.9% | +0.6% |
| 3M | -12.0% | +6.7% | -18.7% | -15.3% |
| 6M | +114.5% | +33.8% | +80.8% | +74.2% |
| YTD | +179.0% | +35.0% | +144.0% | +125.3% |
| 1Y | +318.3% | +46.4% | +271.9% | +227.3% |
| All | +318.3% | +49.5% | +268.8% | +227.3% |
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