+112.7%
PFGC vs SUI
-32.0%
+144.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -2.2% | -2.8% | +0.6% | -1.1% |
| 30D | -11.9% | -1.2% | -10.8% | -11.6% |
| 3M | +5.0% | -1.7% | +6.7% | +5.6% |
| 6M | +8.6% | -10.5% | +19.1% | +13.2% |
| YTD | +9.7% | -1.8% | +11.5% | +10.2% |
| 1Y | -6.3% | -4.1% | -2.2% | -5.1% |
| 3Y | +58.2% | +11.3% | +47.0% | +47.0% |
| All | +112.7% | -32.0% | +144.7% | +150.1% |
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 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