+402.8%
RGEN vs PFG
+247.4%
+155.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -2.9% | -3.0% | +0.1% | -1.9% |
| 30D | -0.1% | +2.5% | -2.5% | -1.0% |
| 3M | +25.9% | +6.1% | +19.9% | +23.0% |
| 6M | +35.2% | +31.3% | +3.9% | +23.0% |
| YTD | +0.5% | +33.6% | -33.1% | -9.2% |
| 1Y | +37.0% | +48.5% | -11.6% | +19.2% |
| 3Y | +2.0% | +69.6% | -67.6% | -14.9% |
| 5Y | -44.2% | +111.5% | -155.6% | -55.7% |
| All | +402.8% | +247.4% | +155.4% | +197.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling