+11.8%
MGY vs PFG
+51.4%
-39.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.6% |
| 7D | +2.1% | +5.5% | -3.4% | +2.5% |
| 30D | +13.8% | +2.4% | +11.4% | +14.1% |
| 3M | -4.3% | +13.6% | -17.9% | -4.0% |
| 6M | -5.1% | +27.9% | -32.9% | -5.6% |
| YTD | +24.8% | +35.6% | -10.8% | +21.4% |
| 1Y | +11.8% | +48.5% | -36.7% | +7.4% |
| All | +11.8% | +51.4% | -39.6% | +7.4% |
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