+469.0%
PBR vs SUI
-26.2%
+495.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -13.3% | +3.0% | -16.3% | -13.7% |
| 30D | -27.5% | +5.6% | -33.0% | -28.1% |
| 3M | +5.2% | +0.9% | +4.2% | +4.9% |
| 6M | -6.4% | -2.6% | -3.8% | -6.2% |
| YTD | +61.6% | -0.1% | +61.7% | +60.9% |
| 1Y | +48.9% | -1.4% | +50.3% | +48.5% |
| 3Y | +70.0% | +19.8% | +50.3% | +61.7% |
| 5Y | +469.0% | -25.8% | +494.7% | +530.6% |
| All | +469.0% | -26.2% | +495.2% | +530.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling