+432.9%
SNXX vs PFG
+28.7%
+404.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +22.1% |
| 7D | +34.9% | +5.5% | +29.4% | +40.4% |
| 30D | +52.5% | +2.4% | +50.2% | +55.1% |
| 3M | -41.3% | +13.6% | -54.9% | -39.1% |
| 6M | +293.8% | +27.9% | +265.9% | +254.9% |
| All | +432.9% | +28.7% | +404.2% | +390.2% |
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