-76.1%
PLTD vs PFG
+47.1%
-123.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -4.3% |
| 7D | +13.7% | -0.6% | +14.4% | +13.3% |
| 30D | +18.4% | +2.0% | +16.4% | +20.0% |
| 3M | -7.5% | -3.2% | -4.3% | -9.1% |
| 6M | -31.3% | +10.9% | -42.2% | -25.5% |
| YTD | -15.4% | +28.8% | -44.2% | +3.4% |
| 1Y | -18.4% | +39.2% | -57.6% | +6.9% |
| All | -76.1% | +47.1% | -123.3% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling