+625.9%
TEAM vs PFG
+255.2%
+370.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.0% |
| 7D | -19.7% | -2.2% | -17.5% | -19.0% |
| 30D | -26.6% | +6.4% | -33.0% | -28.2% |
| 3M | -1.1% | +2.2% | -3.3% | -1.9% |
| 6M | +74.6% | +16.3% | +58.3% | +65.6% |
| YTD | -6.0% | +33.2% | -39.2% | -14.9% |
| 1Y | -3.2% | +40.6% | -43.8% | -14.0% |
| 3Y | -13.5% | +83.3% | -96.9% | -28.9% |
| 5Y | -65.5% | +97.7% | -163.2% | -72.0% |
| 10Y | +454.5% | +189.9% | +264.7% | +281.7% |
| All | +625.9% | +255.2% | +370.7% | +350.7% |
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 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