+290.0%
SLB vs PFG
+1,015.3%
-725.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | +0.8% | +5.5% | -4.7% | -1.7% |
| 30D | +15.8% | +2.4% | +13.5% | +14.4% |
| 3M | -0.3% | +13.6% | -13.9% | -6.1% |
| 6M | +21.3% | +27.9% | -6.5% | +8.6% |
| YTD | +52.3% | +35.6% | +16.8% | +32.8% |
| 1Y | +63.6% | +48.5% | +15.1% | +36.8% |
| 3Y | +3.8% | +66.9% | -63.1% | -17.6% |
| 5Y | +128.6% | +111.0% | +17.7% | +63.7% |
| 10Y | -3.1% | +244.5% | -247.6% | -41.7% |
| All | +290.0% | +1,015.3% | -725.3% | +46.1% |
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