+241.4%
PFG vs BUD
-24.2%
+265.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.3% |
| 7D | +3.2% | -1.3% | +4.5% | +4.0% |
| 30D | +0.9% | -6.1% | +7.1% | +4.3% |
| 3M | +7.7% | -3.8% | +11.5% | +9.4% |
| 6M | +29.0% | +8.2% | +20.8% | +22.4% |
| YTD | +32.5% | +23.6% | +8.9% | +16.2% |
| 1Y | +47.3% | +33.4% | +13.9% | +23.5% |
| 3Y | +68.2% | +45.3% | +22.9% | +29.3% |
| 5Y | +108.5% | +44.3% | +64.2% | +56.9% |
| 10Y | +241.4% | -22.8% | +264.1% | +180.8% |
| All | +241.4% | -24.2% | +265.6% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BUD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling