+7,893.6%
PCAR vs SUI
+4,142.3%
+3,751.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.2% | -1.1% | +1.8% |
| 7D | +3.7% | +10.0% | -6.4% | -0.6% |
| 30D | -2.9% | +8.4% | -11.3% | -6.4% |
| 3M | -21.7% | +0.7% | -22.4% | -22.1% |
| 6M | -6.6% | -0.9% | -5.7% | -6.9% |
| YTD | -2.2% | +0.6% | -2.9% | -3.4% |
| 1Y | +12.2% | +0.8% | +11.5% | +10.8% |
| 3Y | +36.5% | +15.5% | +21.0% | +24.1% |
| 5Y | +113.5% | -25.9% | +139.4% | +130.4% |
| 10Y | +319.4% | +119.5% | +199.9% | +150.0% |
| All | +7,893.6% | +4,142.3% | +3,751.3% | +1,187.6% |
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 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