+49.3%
PFG vs BUD
+35.5%
+13.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | +6.0% | +0.8% | +5.2% | +5.9% |
| 30D | +2.2% | -4.8% | +7.0% | +3.0% |
| 3M | +10.4% | +1.4% | +9.0% | +9.8% |
| 6M | +27.8% | +9.9% | +17.9% | +24.6% |
| YTD | +33.6% | +26.3% | +7.3% | +26.4% |
| 1Y | +49.3% | +36.1% | +13.1% | +41.7% |
| All | +49.3% | +35.5% | +13.8% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling