+1,573.8%
PBR vs SUI
+1,624.5%
-50.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | +8.6% | -2.8% | +11.4% | +10.1% |
| 30D | +12.8% | -1.2% | +14.0% | +13.2% |
| 3M | +14.7% | -1.7% | +16.4% | +15.1% |
| 6M | +25.2% | -10.5% | +35.6% | +30.9% |
| YTD | +77.1% | -1.8% | +79.0% | +76.8% |
| 1Y | +69.6% | -4.1% | +73.6% | +70.5% |
| 3Y | +95.6% | +11.3% | +84.3% | +76.1% |
| 5Y | +501.8% | -32.1% | +533.9% | +571.5% |
| 10Y | +640.6% | +110.4% | +530.1% | +342.3% |
| All | +1,573.8% | +1,624.5% | -50.7% | +185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling