+206.0%
RRX vs PFG
+247.4%
-41.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.4% |
| 7D | -3.7% | -3.0% | -0.7% | -2.0% |
| 30D | -9.3% | +2.5% | -11.8% | -10.9% |
| 3M | -21.8% | +6.1% | -27.9% | -25.2% |
| 6M | -22.0% | +31.3% | -53.3% | -34.7% |
| YTD | +11.9% | +33.6% | -21.6% | -7.5% |
| 1Y | +11.6% | +48.5% | -36.9% | -13.7% |
| 3Y | +2.2% | +69.6% | -67.4% | -26.4% |
| 5Y | +14.9% | +111.5% | -96.6% | -27.9% |
| All | +206.0% | +247.4% | -41.4% | +29.4% |
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