+57.3%
PPG vs SUI
+122.7%
-65.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | +3.2% | +3.4% | -0.2% | +1.8% |
| 30D | +20.4% | +4.6% | +15.8% | +17.8% |
| 3M | +8.4% | +1.6% | +6.8% | +7.3% |
| 6M | +15.6% | -3.5% | +19.1% | +16.7% |
| YTD | +24.4% | -1.0% | +25.4% | +23.9% |
| 1Y | +32.9% | -1.7% | +34.6% | +32.7% |
| 3Y | +3.7% | +18.4% | -14.6% | -6.2% |
| 5Y | -13.7% | -26.3% | +12.6% | -5.4% |
| All | +57.3% | +122.7% | -65.4% | +20.8% |
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