+1,441.7%
PPG vs SUI
+4,008.3%
-2,566.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -0.2% | -3.8% | +3.7% | +1.4% |
| 30D | +17.7% | +3.9% | +13.8% | +15.6% |
| 3M | +7.4% | +0.2% | +7.2% | +7.0% |
| 6M | +16.4% | -4.2% | +20.6% | +17.8% |
| YTD | +22.4% | -2.5% | +24.9% | +22.7% |
| 1Y | +28.6% | -4.0% | +32.6% | +29.7% |
| 3Y | +2.0% | +16.5% | -14.5% | -6.4% |
| 5Y | -15.6% | -27.2% | +11.6% | -7.2% |
| 10Y | +54.6% | +119.6% | -64.9% | +4.7% |
| All | +1,441.7% | +4,008.3% | -2,566.6% | +275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling