+24.2%
PLTU vs PFG
+15.0%
+9.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | 0.0% |
| 7D | +21.9% | +0.1% | +21.8% | +21.6% |
| 30D | -35.3% | +5.0% | -40.2% | -36.0% |
| 3M | -7.7% | +0.1% | -7.8% | -6.0% |
| 6M | +24.2% | +13.8% | +10.5% | +24.5% |
| All | +24.2% | +15.0% | +9.3% | +24.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling