-16.5%
PLTD vs PFG
+46.8%
-63.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.1% | -1.7% | +3.4% |
| 7D | +14.4% | +4.9% | +9.6% | +15.8% |
| 30D | +8.6% | +5.7% | +3.0% | +10.0% |
| 3M | -9.2% | +2.6% | -11.8% | -8.5% |
| 6M | -29.5% | +19.8% | -49.3% | -25.3% |
| YTD | -20.2% | +36.3% | -56.5% | -10.7% |
| 1Y | -16.5% | +47.9% | -64.4% | -2.6% |
| All | -16.5% | +46.8% | -63.3% | -2.6% |
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