+10.7%
SNDU vs PFGC
+26.7%
-16.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +13.5% | -29.3% | +1.4% |
| 7D | -48.0% | +13.9% | -61.9% | -36.4% |
| 30D | -66.4% | +18.4% | -84.8% | -56.9% |
| 3M | -58.7% | -2.5% | -56.2% | -58.2% |
| 6M | -68.6% | +26.0% | -94.6% | -68.8% |
| All | +10.7% | +26.7% | -16.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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