-53.8%
TEAM vs PFG
+110.7%
-164.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.5% | -6.0% |
| 7D | -5.7% | +6.0% | -11.7% | -9.3% |
| 30D | +18.3% | +2.2% | +16.1% | +16.6% |
| 3M | +80.2% | +10.4% | +69.9% | +68.1% |
| 6M | +111.0% | +27.8% | +83.2% | +77.8% |
| YTD | +8.8% | +33.6% | -24.8% | -11.2% |
| 1Y | +2.2% | +49.3% | -47.1% | -23.0% |
| 3Y | -14.6% | +69.7% | -84.3% | -41.7% |
| 5Y | -53.8% | +111.3% | -165.1% | -72.8% |
| All | -53.8% | +110.7% | -164.5% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling