+970.2%
PFG vs SUI
+1,287.1%
-316.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.6% |
| 7D | -2.2% | -2.4% | +0.2% | -0.7% |
| 30D | +6.4% | +3.3% | +3.0% | +3.7% |
| 3M | +2.2% | +0.7% | +1.6% | +1.0% |
| 6M | +16.3% | -4.1% | +20.4% | +18.1% |
| YTD | +33.2% | -1.8% | +35.0% | +32.5% |
| 1Y | +40.6% | -4.1% | +44.7% | +41.9% |
| 3Y | +83.3% | +17.4% | +66.0% | +55.3% |
| 5Y | +97.7% | -27.0% | +124.8% | +122.3% |
| 10Y | +189.9% | +121.2% | +68.7% | +31.0% |
| All | +970.2% | +1,287.1% | -316.9% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling