+419.1%
PFGC vs SUI
+146.7%
+272.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -2.2% | -2.8% | +0.6% | -0.6% |
| 30D | -11.9% | -1.2% | -10.8% | -11.4% |
| 3M | +5.0% | -1.7% | +6.7% | +5.8% |
| 6M | +8.6% | -10.5% | +19.1% | +15.0% |
| YTD | +9.7% | -1.8% | +11.5% | +10.3% |
| 1Y | -6.3% | -4.1% | -2.2% | -4.8% |
| 3Y | +58.2% | +11.3% | +47.0% | +41.9% |
| 5Y | +110.4% | -32.1% | +142.5% | +153.6% |
| 10Y | +272.8% | +110.4% | +162.3% | +194.8% |
| All | +419.1% | +146.7% | +272.4% | +300.3% |
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 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