+1,864.1%
PAAS vs PFG
+1,015.3%
+848.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -2.9% | +5.5% | -8.4% | -3.9% |
| 30D | +6.8% | +2.4% | +4.4% | +6.2% |
| 3M | -2.9% | +13.6% | -16.5% | -5.4% |
| 6M | -16.4% | +27.9% | -44.3% | -20.3% |
| YTD | 0.0% | +35.6% | -35.5% | -5.6% |
| 1Y | +54.3% | +48.5% | +5.9% | +43.1% |
| 3Y | +230.7% | +66.9% | +163.8% | +198.9% |
| 5Y | +111.6% | +111.0% | +0.7% | +81.8% |
| 10Y | +211.7% | +244.5% | -32.8% | +131.3% |
| All | +1,864.1% | +1,015.3% | +848.9% | +1,030.7% |
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