+124.5%
PLTU vs PFG
+51.8%
+72.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -2.8% |
| 7D | -11.6% | +6.0% | -17.6% | -17.8% |
| 30D | -4.6% | +2.2% | -6.8% | -6.9% |
| 3M | +33.7% | +10.4% | +23.4% | +15.9% |
| 6M | -9.4% | +27.8% | -37.2% | -37.0% |
| YTD | -34.7% | +33.6% | -68.4% | -59.0% |
| 1Y | -23.2% | +49.3% | -72.5% | -60.4% |
| All | +124.5% | +51.8% | +72.7% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling