+35.0%
PCAR vs SUI
+16.8%
+18.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | +2.2% | +8.8% | -6.6% | -0.2% |
| 30D | -4.4% | +8.9% | -13.3% | -6.8% |
| 3M | -21.4% | +2.0% | -23.5% | -22.0% |
| 6M | -7.3% | -0.6% | -6.7% | -7.6% |
| YTD | -3.8% | +1.3% | -5.1% | -4.8% |
| 1Y | +6.3% | +1.3% | +5.0% | +5.2% |
| All | +35.0% | +16.8% | +18.2% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling