+2,593.5%
PG vs SUI
+4,047.2%
-1,453.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.8% |
| 7D | +2.7% | -1.5% | +4.1% | +3.0% |
| 30D | +9.2% | +3.7% | +5.4% | +8.3% |
| 3M | +18.5% | -0.4% | +18.9% | +18.5% |
| 6M | +21.1% | -2.8% | +23.8% | +21.7% |
| YTD | +21.9% | -1.6% | +23.5% | +22.1% |
| 1Y | +18.1% | -2.1% | +20.1% | +18.4% |
| 3Y | +20.6% | +18.5% | +2.1% | +14.7% |
| 5Y | +31.8% | -26.5% | +58.3% | +37.6% |
| 10Y | +166.5% | +121.6% | +44.8% | +117.4% |
| All | +2,593.5% | +4,047.2% | -1,453.6% | +1,175.0% |
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 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