+98.5%
PNR vs SUI
+123.0%
-24.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.3% | -1.5% | +1.7% | +1.0% |
| 30D | +31.7% | +3.7% | +28.0% | +29.0% |
| 3M | +2.6% | -0.4% | +3.0% | +2.3% |
| 6M | -6.4% | -2.8% | -3.6% | -5.7% |
| YTD | -33.4% | -1.6% | -31.8% | -33.5% |
| 1Y | -35.1% | -2.1% | -33.0% | -35.0% |
| 3Y | +17.1% | +18.5% | -1.4% | +4.5% |
| 5Y | -3.5% | -26.5% | +23.0% | +7.2% |
| All | +98.5% | +123.0% | -24.5% | +70.7% |
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 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