+113.2%
PFG vs SUI
-32.0%
+145.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +5.5% | -2.8% | +8.4% | +6.6% |
| 30D | +2.4% | -1.2% | +3.5% | +2.7% |
| 3M | +13.6% | -1.7% | +15.3% | +14.1% |
| 6M | +27.9% | -10.5% | +38.4% | +32.8% |
| YTD | +35.6% | -1.8% | +37.4% | +35.7% |
| 1Y | +48.5% | -4.1% | +52.5% | +49.8% |
| 3Y | +66.9% | +11.3% | +55.6% | +56.1% |
| All | +113.2% | -32.0% | +145.2% | +135.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling