+1,269.2%
TRV vs PFG
+1,015.3%
+253.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.8% |
| 7D | -0.1% | +5.5% | -5.7% | -2.1% |
| 30D | -3.4% | +2.4% | -5.8% | -4.3% |
| 3M | +26.4% | +13.6% | +12.8% | +20.6% |
| 6M | +19.3% | +27.9% | -8.6% | +8.9% |
| YTD | +28.3% | +35.6% | -7.2% | +14.5% |
| 1Y | +34.3% | +48.5% | -14.2% | +15.7% |
| 3Y | +140.1% | +66.9% | +73.3% | +96.3% |
| 5Y | +155.7% | +111.0% | +44.8% | +89.4% |
| 10Y | +285.5% | +244.5% | +41.1% | +129.9% |
| All | +1,269.2% | +1,015.3% | +253.9% | +300.1% |
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 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