+4,437.1%
SNDK vs PFG
+44.8%
+4,392.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.3% |
| 7D | -6.1% | -0.4% | -5.7% | -5.9% |
| 30D | +21.5% | +2.9% | +18.6% | +18.1% |
| 3M | -13.2% | +6.7% | -19.9% | -20.3% |
| 6M | +149.2% | +33.8% | +115.4% | +74.9% |
| YTD | +588.1% | +35.0% | +553.1% | +371.8% |
| 1Y | +1,837.5% | +46.4% | +1,791.1% | +1,091.0% |
| All | +4,437.1% | +44.8% | +4,392.2% | +3,161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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