+32.0%
RCL vs PFG
+46.8%
-14.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.1% | +2.3% | +3.7% |
| 7D | +11.7% | +4.9% | +6.8% | +8.5% |
| 30D | +21.1% | +5.7% | +15.5% | +17.1% |
| 3M | +2.9% | +2.6% | +0.3% | +1.0% |
| 6M | +29.8% | +19.8% | +10.0% | +10.0% |
| YTD | +21.4% | +36.3% | -14.9% | -8.4% |
| 1Y | +32.0% | +47.9% | -15.9% | -5.8% |
| All | +32.0% | +46.8% | -14.8% | -5.8% |
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