+802.8%
TEAM vs PFG
+261.4%
+541.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.1% |
| 7D | -0.4% | +5.5% | -6.0% | -2.3% |
| 30D | +67.3% | +2.4% | +64.9% | +65.6% |
| 3M | +86.8% | +13.6% | +73.2% | +78.7% |
| 6M | +146.8% | +27.9% | +118.9% | +126.7% |
| YTD | +16.9% | +35.6% | -18.6% | +5.3% |
| 1Y | +12.8% | +48.5% | -35.7% | -1.5% |
| 3Y | -7.3% | +66.9% | -74.1% | -21.8% |
| 5Y | -50.7% | +111.0% | -161.7% | -60.6% |
| 10Y | +529.8% | +244.5% | +285.3% | +301.4% |
| All | +802.8% | +261.4% | +541.4% | +457.6% |
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