-48.5%
PODD vs PFG
+46.8%
-95.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.1% | +2.4% | +5.0% |
| 7D | +10.8% | +4.9% | +5.9% | +8.9% |
| 30D | +21.7% | +5.7% | +16.0% | +19.2% |
| 3M | -1.1% | +2.6% | -3.6% | -2.1% |
| 6M | -3.7% | +19.8% | -23.5% | -10.5% |
| YTD | -41.9% | +36.3% | -78.2% | -49.7% |
| 1Y | -48.5% | +47.9% | -96.4% | -59.6% |
| All | -48.5% | +46.8% | -95.3% | -59.6% |
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