+197.9%
PFG vs SUI
+118.5%
+79.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +2.3% | +3.0% | -0.7% | +1.0% |
| 30D | +7.6% | +5.6% | +2.0% | +5.0% |
| 3M | +2.5% | +0.9% | +1.6% | +1.7% |
| 6M | +16.6% | -2.6% | +19.2% | +17.2% |
| YTD | +34.1% | -0.1% | +34.2% | +32.9% |
| 1Y | +44.1% | -1.4% | +45.5% | +43.6% |
| 3Y | +86.3% | +19.8% | +66.5% | +66.7% |
| 5Y | +101.6% | -25.8% | +127.3% | +120.4% |
| 10Y | +197.9% | +118.1% | +79.8% | +174.3% |
| All | +197.9% | +118.5% | +79.3% | +174.3% |
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