+19.1%
PG vs SUI
+17.9%
+1.1%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +0.2% | -2.4% | +2.7% | +0.8% |
| 30D | +10.2% | +3.3% | +6.8% | +9.2% |
| 3M | +16.2% | +0.7% | +15.6% | +15.9% |
| 6M | +18.6% | -4.1% | +22.7% | +19.5% |
| YTD | +20.4% | -1.8% | +22.2% | +20.6% |
| 1Y | +16.2% | -4.1% | +20.2% | +16.9% |
| All | +19.1% | +17.9% | +1.1% | +15.0% |
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