Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNDU vs PFGC✓SelectedUSD · PFGCSNDU vs PFGC performance historyLatest closeAs of-7.59%09/10
Stock and ETF performance explorer

SNDU vs PFGC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+72.6%
PFGC return
-17.5%
Excess return
+90.1%
Maximum drawdown
-33.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioPFGCExcessAlpha
1D-7.6%-1.3%-6.2%-10.1%
7D+16.8%-4.8%+21.6%+5.8%
30D+64.3%-17.2%+81.5%+15.1%
All+72.6%-17.5%+90.1%+21.3%

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 1mo: 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…

1mo analysis · Full analysis span regression · Available span rolling