+43.6%
PFG vs DAR
+57.1%
-13.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.6% |
| 7D | +3.0% | -3.8% | +6.8% | +2.9% |
| 30D | +8.2% | -14.4% | +22.6% | +8.2% |
| 3M | +2.7% | -17.9% | +20.6% | +2.5% |
| 6M | +17.2% | -18.3% | +35.5% | +17.4% |
| YTD | +34.8% | +43.2% | -8.5% | +24.1% |
| 1Y | +43.6% | +57.7% | -14.1% | +30.7% |
| All | +43.6% | +57.1% | -13.5% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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