+70.7%
PNR vs SUI
+107.6%
-36.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.9% |
| 7D | -3.0% | -3.1% | +0.1% | -1.6% |
| 30D | -14.9% | -2.3% | -12.6% | -14.0% |
| 3M | -19.0% | -2.8% | -16.2% | -18.0% |
| 6M | -35.9% | -12.4% | -23.6% | -32.0% |
| YTD | -43.1% | -3.3% | -39.8% | -42.5% |
| 1Y | -46.4% | -5.8% | -40.6% | -45.2% |
| 3Y | -10.8% | +12.5% | -23.3% | -18.1% |
| 5Y | -18.9% | -32.9% | +14.0% | -5.9% |
| All | +70.7% | +107.6% | -36.9% | +53.8% |
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 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