+7,695.3%
RGEN vs PFG
+1,015.3%
+6,680.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.8% |
| 7D | -4.9% | +5.5% | -10.4% | -6.3% |
| 30D | +5.7% | +2.4% | +3.3% | +4.9% |
| 3M | +32.4% | +13.6% | +18.9% | +27.7% |
| 6M | +33.2% | +27.9% | +5.3% | +24.6% |
| YTD | +2.3% | +35.6% | -33.3% | -5.8% |
| 1Y | +39.0% | +48.5% | -9.5% | +24.8% |
| 3Y | -4.6% | +66.9% | -71.5% | -16.8% |
| 5Y | -42.7% | +111.0% | -153.6% | -52.8% |
| 10Y | +433.6% | +244.5% | +189.1% | +266.9% |
| All | +7,695.3% | +1,015.3% | +6,680.1% | +2,655.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling