+2,201.3%
PNC vs SUI
+4,038.8%
-1,837.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | -0.6% | -2.4% | +1.8% | +0.6% |
| 30D | +5.8% | +3.3% | +2.5% | +3.7% |
| 3M | -7.9% | +0.7% | -8.6% | -8.7% |
| 6M | +10.0% | -4.1% | +14.1% | +11.5% |
| YTD | +14.8% | -1.8% | +16.6% | +14.6% |
| 1Y | +29.7% | -4.1% | +33.7% | +30.9% |
| 3Y | +114.4% | +17.4% | +97.0% | +89.7% |
| 5Y | +36.0% | -27.0% | +63.0% | +50.7% |
| 10Y | +204.7% | +121.2% | +83.5% | +74.5% |
| All | +2,201.3% | +4,038.8% | -1,837.5% | +241.7% |
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