+122.7%
PLTU vs PFG
+50.5%
+72.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.4% |
| 7D | -0.8% | +3.2% | -4.0% | -4.1% |
| 30D | -8.8% | +0.9% | -9.7% | -9.5% |
| 3M | +41.7% | +7.7% | +34.0% | +27.3% |
| 6M | -9.3% | +29.0% | -38.2% | -37.8% |
| YTD | -35.2% | +32.5% | -67.7% | -58.8% |
| 1Y | -29.5% | +47.3% | -76.8% | -62.9% |
| All | +122.7% | +50.5% | +72.2% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling