+7,645.1%
RGEN vs PFG
+979.8%
+6,665.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -5.1% | +5.0% | -10.0% | -6.2% |
| 3M | +0.5% | +0.1% | +0.4% | +0.3% |
| 6M | +46.6% | +13.8% | +32.8% | +41.1% |
| YTD | +1.6% | +31.2% | -29.6% | -5.7% |
| 1Y | +5.4% | +37.1% | -31.7% | -3.3% |
| 3Y | +12.8% | +80.6% | -67.8% | -3.5% |
| 5Y | -35.6% | +93.7% | -129.3% | -45.8% |
| 10Y | +415.7% | +185.5% | +230.2% | +270.6% |
| All | +7,645.1% | +979.8% | +6,665.3% | +2,659.0% |
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