+199.0%
PNC vs SUI
+123.0%
+76.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +3.1% | -1.5% | +4.5% | +3.7% |
| 30D | +7.6% | +3.7% | +3.9% | +5.7% |
| 3M | -8.1% | -0.4% | -7.7% | -8.3% |
| 6M | +12.6% | -2.8% | +15.4% | +13.3% |
| YTD | +15.0% | -1.6% | +16.6% | +14.8% |
| 1Y | +30.4% | -2.1% | +32.5% | +30.4% |
| 3Y | +116.1% | +18.5% | +97.7% | +94.5% |
| 5Y | +37.5% | -26.5% | +64.0% | +50.2% |
| All | +199.0% | +123.0% | +76.0% | +182.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling