+286.7%
PFGC vs SUI
+104.3%
+182.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.0% |
| 7D | -2.4% | -3.1% | +0.7% | -0.6% |
| 30D | -15.8% | -2.3% | -13.4% | -14.7% |
| 3M | -0.6% | -2.8% | +2.2% | +0.9% |
| 6M | +10.7% | -12.4% | +23.0% | +18.9% |
| YTD | +7.6% | -3.3% | +10.9% | +9.1% |
| 1Y | -7.8% | -5.8% | -2.0% | -5.4% |
| 3Y | +63.7% | +12.5% | +51.2% | +44.8% |
| 5Y | +112.3% | -32.9% | +145.1% | +160.1% |
| 10Y | +286.7% | +104.4% | +182.3% | +192.1% |
| All | +286.7% | +104.3% | +182.3% | +192.1% |
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