+368.8%
SNXX vs PFG
+28.1%
+340.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.1% | -6.2% |
| 7D | -12.0% | -0.4% | -11.6% | -12.2% |
| 30D | +37.9% | +2.9% | +35.1% | +41.2% |
| 3M | -52.7% | +6.7% | -59.4% | -48.4% |
| 6M | +194.8% | +33.8% | +161.0% | +152.9% |
| All | +368.8% | +28.1% | +340.6% | +330.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling