+88.7%
RIG vs PFG
+51.4%
+37.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.6% |
| 7D | +0.9% | +5.5% | -4.7% | +0.2% |
| 30D | +13.8% | +2.4% | +11.4% | +13.7% |
| 3M | -6.4% | +13.6% | -20.0% | -8.7% |
| 6M | -8.2% | +27.9% | -36.0% | -14.1% |
| YTD | +41.6% | +35.6% | +6.1% | +29.8% |
| 1Y | +88.7% | +48.5% | +40.2% | +71.7% |
| All | +88.7% | +51.4% | +37.3% | +71.7% |
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