+621.5%
PBR vs SUI
+104.3%
+517.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +4.1% |
| 7D | +2.5% | -3.1% | +5.6% | +3.6% |
| 30D | +19.4% | -2.3% | +21.7% | +20.2% |
| 3M | +20.8% | -2.8% | +23.6% | +21.6% |
| 6M | +23.5% | -12.4% | +35.8% | +28.9% |
| YTD | +83.4% | -3.3% | +86.7% | +84.1% |
| 1Y | +77.6% | -5.8% | +83.4% | +79.6% |
| 3Y | +99.9% | +12.5% | +87.4% | +82.4% |
| 5Y | +567.7% | -32.9% | +600.6% | +662.9% |
| 10Y | +621.5% | +104.4% | +517.1% | +525.5% |
| All | +621.5% | +104.3% | +517.2% | +525.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling