-43.6%
PLTU vs PFG
+38.8%
-82.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.1% |
| 7D | +21.9% | +0.1% | +21.8% | +21.7% |
| 30D | -35.3% | +5.0% | -40.2% | -36.6% |
| 3M | -7.7% | +0.1% | -7.8% | -6.8% |
| 6M | +24.2% | +13.8% | +10.5% | +14.6% |
| YTD | -37.5% | +31.2% | -68.8% | -49.5% |
| 1Y | -43.6% | +37.1% | -80.6% | -57.3% |
| All | -43.6% | +38.8% | -82.4% | -57.3% |
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