+26.7%
Q vs PFG
+51.4%
-24.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | +0.2% | +5.5% | -5.3% | -1.7% |
| 30D | -11.1% | +2.4% | -13.5% | -11.9% |
| 3M | -22.1% | +13.6% | -35.7% | -27.4% |
| 6M | +0.5% | +27.9% | -27.4% | -14.7% |
| YTD | +47.8% | +35.6% | +12.3% | +22.2% |
| All | +26.7% | +51.4% | -24.6% | +2.9% |
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