+209.7%
PNC vs SUI
+118.5%
+91.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | 0.0% |
| 7D | -1.1% | +6.2% | -7.3% | -3.6% |
| 30D | +4.5% | +8.6% | -4.1% | +0.7% |
| 3M | -10.0% | +1.0% | -11.0% | -10.7% |
| 6M | +3.1% | -2.6% | +5.7% | +3.6% |
| YTD | +11.5% | -0.1% | +11.7% | +10.7% |
| 1Y | +27.3% | +0.5% | +26.8% | +25.9% |
| 3Y | +106.4% | +15.3% | +91.1% | +88.2% |
| 5Y | +31.1% | -26.1% | +57.3% | +42.9% |
| All | +209.7% | +118.5% | +91.2% | +204.2% |
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