+271.4%
PNC vs SUI
+104.3%
+167.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.5% |
| 7D | +2.3% | -3.1% | +5.4% | +3.6% |
| 30D | -3.8% | -2.3% | -1.5% | -3.0% |
| 3M | +7.8% | -2.8% | +10.6% | +8.8% |
| 6M | +19.7% | -12.4% | +32.1% | +26.0% |
| YTD | +19.1% | -3.3% | +22.4% | +20.1% |
| 1Y | +23.1% | -5.8% | +28.9% | +25.3% |
| 3Y | +132.1% | +12.5% | +119.6% | +114.6% |
| 5Y | +52.2% | -32.9% | +85.1% | +72.6% |
| 10Y | +271.4% | +104.4% | +167.0% | +271.9% |
| All | +271.4% | +104.3% | +167.1% | +271.9% |
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