+477.3%
PFGC vs SUI
+154.7%
+322.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | +12.5% | +8.8% | +3.7% | +7.6% |
| 30D | +17.0% | +8.9% | +8.0% | +11.6% |
| 3M | -2.1% | +2.0% | -4.1% | -3.3% |
| 6M | +25.9% | -0.6% | +26.5% | +25.8% |
| YTD | +22.0% | +1.3% | +20.6% | +20.4% |
| 1Y | +14.8% | +1.3% | +13.6% | +13.3% |
| 3Y | +80.8% | +16.3% | +64.6% | +58.6% |
| 5Y | +126.0% | -25.1% | +151.0% | +156.2% |
| 10Y | +363.8% | +121.1% | +242.7% | +258.6% |
| All | +477.3% | +154.7% | +322.6% | +337.0% |
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