+172.3%
PCAR vs SUI
-32.0%
+204.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.5% | -2.8% | +2.3% | +0.3% |
| 30D | -6.2% | -1.2% | -5.1% | -5.9% |
| 3M | +5.9% | -1.7% | +7.6% | +6.1% |
| 6M | +0.4% | -10.5% | +10.9% | +3.5% |
| YTD | +14.8% | -1.8% | +16.7% | +14.9% |
| 1Y | +30.1% | -4.1% | +34.2% | +31.0% |
| 3Y | +66.7% | +11.3% | +55.4% | +57.9% |
| All | +172.3% | -32.0% | +204.3% | +204.3% |
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