+190.2%
PFG vs SUI
+117.1%
+73.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +3.0% | +3.4% | -0.5% | +1.5% |
| 30D | +8.2% | +4.6% | +3.6% | +5.9% |
| 3M | +2.7% | +1.6% | +1.1% | +1.6% |
| 6M | +17.2% | -3.5% | +20.7% | +18.3% |
| YTD | +34.8% | -1.0% | +35.8% | +34.1% |
| 1Y | +43.6% | -1.7% | +45.3% | +43.2% |
| 3Y | +85.4% | +18.4% | +67.1% | +66.7% |
| 5Y | +102.2% | -26.3% | +128.5% | +121.9% |
| 10Y | +190.2% | +123.3% | +66.9% | +159.0% |
| All | +190.2% | +117.1% | +73.1% | +159.0% |
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