+6.3%
PSA vs PFG
+48.0%
-41.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -2.2% | +3.2% | -5.4% | -3.1% |
| 30D | -9.6% | +0.9% | -10.5% | -9.8% |
| 3M | -7.9% | +7.7% | -15.6% | -9.8% |
| 6M | -2.0% | +29.0% | -30.9% | -7.8% |
| YTD | +15.7% | +32.5% | -16.7% | +8.3% |
| All | +6.3% | +48.0% | -41.7% | -1.3% |
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