+195.7%
PFG vs SUI
+115.7%
+79.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | -0.6% | +6.2% | -6.9% | -3.1% |
| 30D | +2.0% | +8.6% | -6.6% | -1.7% |
| 3M | -3.2% | +1.0% | -4.2% | -4.0% |
| 6M | +10.9% | -2.6% | +13.5% | +11.5% |
| YTD | +28.8% | -0.1% | +29.0% | +27.7% |
| 1Y | +39.2% | +0.5% | +38.7% | +37.5% |
| 3Y | +75.0% | +15.3% | +59.8% | +59.5% |
| 5Y | +91.9% | -26.1% | +118.1% | +110.3% |
| All | +195.7% | +115.7% | +79.9% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling