+9.3%
PLD vs PFG
+46.8%
-37.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.1% | -2.4% | +0.5% |
| 7D | +4.9% | +4.9% | 0.0% | +3.4% |
| 30D | +2.6% | +5.7% | -3.1% | +0.9% |
| 3M | -4.8% | +2.6% | -7.3% | -5.6% |
| 6M | -3.9% | +19.8% | -23.7% | -9.1% |
| YTD | +5.3% | +36.3% | -31.0% | -3.8% |
| 1Y | +9.3% | +47.9% | -38.6% | -0.4% |
| All | +9.3% | +46.8% | -37.6% | -0.4% |
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