+370.6%
PFGC vs SUI
+118.5%
+252.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +3.9% | +4.0% |
| 7D | +10.8% | +3.0% | +7.8% | +9.2% |
| 30D | +17.8% | +5.6% | +12.2% | +14.3% |
| 3M | -2.7% | +0.9% | -3.6% | -3.4% |
| 6M | +20.0% | -2.6% | +22.6% | +21.3% |
| YTD | +24.3% | -0.1% | +24.4% | +23.6% |
| 1Y | +13.2% | -1.4% | +14.6% | +13.4% |
| 3Y | +85.9% | +19.8% | +66.1% | +58.7% |
| 5Y | +141.0% | -25.8% | +166.8% | +176.8% |
| 10Y | +370.6% | +118.1% | +252.5% | +257.3% |
| All | +370.6% | +118.5% | +252.1% | +257.3% |
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