+116.0%
INTC vs PFG
+109.8%
+6.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | +18.0% | +3.2% | +14.8% | +15.3% |
| 30D | +8.9% | +0.9% | +8.0% | +8.0% |
| 3M | -1.6% | +7.7% | -9.3% | -7.4% |
| 6M | +133.1% | +29.0% | +104.1% | +94.7% |
| YTD | +187.9% | +32.5% | +155.5% | +136.2% |
| 1Y | +334.7% | +47.3% | +287.4% | +232.0% |
| 3Y | +184.2% | +68.2% | +116.0% | +102.0% |
| 5Y | +116.0% | +108.5% | +7.5% | +36.0% |
| All | +116.0% | +109.8% | +6.2% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling