+52.1%
TEL vs PFG
+108.9%
-56.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -2.3% | -3.0% | +0.7% | -0.6% |
| 30D | -6.1% | +2.5% | -8.5% | -7.5% |
| 3M | +1.7% | +6.1% | -4.4% | -2.0% |
| 6M | +1.6% | +31.3% | -29.7% | -13.4% |
| YTD | -9.1% | +33.6% | -42.6% | -23.7% |
| 1Y | -1.7% | +48.5% | -50.2% | -22.6% |
| 3Y | +67.3% | +69.6% | -2.3% | +19.6% |
| 5Y | +52.1% | +111.5% | -59.4% | -8.1% |
| All | +52.1% | +108.9% | -56.8% | -8.1% |
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 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