-47.1%
PLTU vs PFG
+46.8%
-94.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.1% | -8.6% | -6.6% |
| 7D | -24.5% | +4.9% | -29.4% | -26.4% |
| 30D | -20.2% | +5.7% | -25.8% | -22.6% |
| 3M | +3.1% | +2.6% | +0.5% | +1.6% |
| 6M | +8.7% | +19.8% | -11.0% | -3.1% |
| YTD | -36.2% | +36.3% | -72.5% | -48.8% |
| 1Y | -47.1% | +47.9% | -95.0% | -60.7% |
| All | -47.1% | +46.8% | -94.0% | -60.7% |
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