+10.7%
SNDU vs PFG
+37.5%
-26.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.1% | -19.9% | -9.8% |
| 7D | -48.0% | +4.9% | -52.9% | -43.8% |
| 30D | -66.4% | +5.7% | -72.1% | -63.2% |
| 3M | -58.7% | +2.6% | -61.3% | -57.2% |
| 6M | -68.6% | +19.8% | -88.4% | -63.2% |
| All | +10.7% | +37.5% | -26.8% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling