+28.4%
PPG vs SUI
+104.7%
-76.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -1.0% | -1.8% |
| 7D | -3.7% | -4.3% | +0.6% | -1.9% |
| 30D | -7.2% | -2.1% | -5.1% | -6.4% |
| 3M | -7.3% | -6.1% | -1.2% | -5.1% |
| 6M | +0.3% | -12.8% | +13.0% | +5.9% |
| YTD | +6.5% | -4.6% | +11.2% | +8.1% |
| 1Y | +0.5% | -7.7% | +8.2% | +3.4% |
| 3Y | -15.3% | +10.9% | -26.2% | -21.1% |
| 5Y | -22.9% | -32.4% | +9.5% | -12.4% |
| 10Y | +28.4% | +105.7% | -77.3% | +5.5% |
| All | +28.4% | +104.7% | -76.4% | +5.5% |
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