+84.6%
TGT vs PFG
+51.4%
+33.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +0.8% | +5.5% | -4.8% | 0.0% |
| 30D | +12.2% | +2.4% | +9.8% | +11.8% |
| 3M | +33.8% | +13.6% | +20.2% | +30.6% |
| 6M | +39.3% | +27.9% | +11.4% | +32.3% |
| YTD | +72.9% | +35.6% | +37.3% | +62.4% |
| 1Y | +84.6% | +48.5% | +36.1% | +70.8% |
| All | +84.6% | +51.4% | +33.2% | +70.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling