+465.8%
PFGC vs SUI
+151.0%
+314.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.2% |
| 7D | +8.5% | +6.2% | +2.3% | +5.2% |
| 30D | +15.0% | +8.6% | +6.4% | +9.9% |
| 3M | -6.2% | +1.0% | -7.2% | -6.8% |
| 6M | +15.7% | -2.6% | +18.3% | +16.9% |
| YTD | +19.6% | -0.1% | +19.7% | +19.0% |
| 1Y | +13.2% | +0.5% | +12.7% | +12.2% |
| 3Y | +77.0% | +15.3% | +61.7% | +55.9% |
| 5Y | +121.5% | -26.1% | +147.6% | +153.2% |
| 10Y | +354.5% | +117.8% | +236.7% | +254.4% |
| All | +465.8% | +151.0% | +314.8% | +331.9% |
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