+113.0%
PLTU vs PFG
+51.7%
+61.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -5.5% |
| 7D | -17.7% | -3.0% | -14.7% | -14.1% |
| 30D | -12.5% | +2.5% | -15.0% | -14.9% |
| 3M | +39.5% | +6.1% | +33.4% | +28.2% |
| 6M | -7.0% | +31.3% | -38.3% | -37.9% |
| YTD | -38.1% | +33.6% | -71.6% | -61.1% |
| 1Y | -36.0% | +48.5% | -84.5% | -66.7% |
| All | +113.0% | +51.7% | +61.2% | +2.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling