+67.5%
PNR vs SUI
+104.7%
-37.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.2% |
| 7D | -3.9% | -4.3% | +0.4% | -1.9% |
| 30D | -13.8% | -2.1% | -11.7% | -13.0% |
| 3M | -22.5% | -6.1% | -16.4% | -20.3% |
| 6M | -37.2% | -12.8% | -24.4% | -33.2% |
| YTD | -44.2% | -4.6% | -39.6% | -43.2% |
| 1Y | -46.6% | -7.7% | -39.0% | -44.9% |
| 3Y | -12.5% | +10.9% | -23.5% | -19.2% |
| 5Y | -19.3% | -32.4% | +13.1% | -6.8% |
| 10Y | +67.5% | +105.7% | -38.2% | +51.9% |
| All | +67.5% | +104.7% | -37.3% | +51.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling