+29.7%
PNC vs SUI
-3.9%
+33.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +1.9% | -3.8% | +5.7% | +2.9% |
| 30D | +6.2% | +3.9% | +2.3% | +4.9% |
| 3M | -8.7% | +0.2% | -8.9% | -9.0% |
| 6M | +9.2% | -4.2% | +13.4% | +10.0% |
| YTD | +14.3% | -2.5% | +16.9% | +15.3% |
| All | +29.7% | -3.9% | +33.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling