+353.0%
PFGC vs SUI
+120.9%
+232.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.7% |
| 7D | +1.5% | -2.4% | +3.9% | +3.0% |
| 30D | +17.4% | +3.3% | +14.1% | +15.3% |
| 3M | -2.4% | +0.7% | -3.1% | -2.9% |
| 6M | +18.2% | -4.1% | +22.4% | +20.6% |
| YTD | +23.7% | -1.8% | +25.5% | +24.2% |
| 1Y | +15.0% | -4.1% | +19.0% | +16.9% |
| 3Y | +82.3% | +17.4% | +64.9% | +57.4% |
| 5Y | +131.9% | -27.0% | +158.9% | +169.1% |
| 10Y | +353.0% | +121.2% | +231.8% | +224.3% |
| All | +353.0% | +120.9% | +232.1% | +224.3% |
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