+1,426.5%
PBR vs SUI
+1,654.9%
-228.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -13.3% | +3.0% | -16.3% | -14.7% |
| 30D | -27.5% | +5.6% | -33.0% | -29.7% |
| 3M | +5.2% | +0.9% | +4.2% | +3.9% |
| 6M | -6.4% | -2.6% | -3.8% | -6.3% |
| YTD | +61.6% | -0.1% | +61.7% | +59.0% |
| 1Y | +48.9% | -1.4% | +50.3% | +47.3% |
| 3Y | +70.0% | +19.8% | +50.3% | +47.3% |
| 5Y | +469.0% | -25.8% | +494.7% | +503.9% |
| 10Y | +471.6% | +118.1% | +353.5% | +233.9% |
| All | +1,426.5% | +1,654.9% | -228.4% | +156.7% |
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