-24.6%
KVUE vs PFG
+86.8%
-111.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.3% |
| 7D | -7.2% | +3.2% | -10.4% | -7.9% |
| 30D | -5.7% | +0.9% | -6.6% | -5.9% |
| 3M | +0.2% | +7.7% | -7.6% | -1.7% |
| 6M | 0.0% | +29.0% | -28.9% | -5.8% |
| YTD | +6.5% | +32.5% | -26.0% | -0.4% |
| 1Y | -1.4% | +47.3% | -48.7% | -10.1% |
| 3Y | -5.6% | +68.2% | -73.8% | -17.1% |
| All | -24.6% | +86.8% | -111.4% | -35.2% |
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