+2,314.0%
PNC vs SUI
+4,037.5%
-1,723.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +1.4% | -2.8% | +4.2% | +2.9% |
| 30D | -3.8% | -1.2% | -2.7% | -3.4% |
| 3M | +9.0% | -1.7% | +10.8% | +9.6% |
| 6M | +16.6% | -10.5% | +27.1% | +22.9% |
| YTD | +20.4% | -1.8% | +22.3% | +20.7% |
| 1Y | +22.3% | -4.1% | +26.4% | +23.7% |
| 3Y | +124.5% | +11.3% | +113.3% | +104.9% |
| 5Y | +54.1% | -32.1% | +86.2% | +77.9% |
| 10Y | +276.3% | +110.4% | +165.8% | +121.1% |
| All | +2,314.0% | +4,037.5% | -1,723.6% | +259.8% |
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