-77.5%
PLTD vs PFG
+54.8%
-132.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.2% | +3.6% |
| 7D | +5.9% | +5.5% | +0.4% | +10.3% |
| 30D | -11.6% | +2.4% | -14.0% | -9.9% |
| 3M | -29.9% | +13.6% | -43.5% | -23.0% |
| 6M | -28.5% | +27.9% | -56.4% | -14.0% |
| YTD | -20.4% | +35.6% | -56.0% | +0.6% |
| 1Y | -33.3% | +48.5% | -81.7% | -8.1% |
| All | -77.5% | +54.8% | -132.3% | -64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling