+17.0%
PG vs SUI
+1.6%
+15.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.2% | -1.9% | +1.0% |
| 7D | +5.7% | +10.0% | -4.3% | +1.5% |
| 30D | +15.4% | +8.4% | +7.0% | +11.4% |
| 3M | +13.8% | +0.7% | +13.1% | +13.1% |
| 6M | +18.3% | -0.9% | +19.2% | +18.0% |
| YTD | +20.1% | +0.6% | +19.5% | +18.1% |
| 1Y | +17.0% | +0.8% | +16.2% | +15.3% |
| All | +17.0% | +1.6% | +15.3% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling