+61.1%
PPL vs SUI
+118.9%
-57.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | +1.0% | +8.8% | -7.7% | -2.8% |
| 30D | +6.8% | +8.9% | -2.1% | +2.5% |
| 3M | +3.9% | +2.0% | +1.8% | +2.6% |
| 6M | -2.0% | -0.6% | -1.4% | -2.3% |
| YTD | +5.3% | +1.3% | +3.9% | +3.7% |
| 1Y | +2.2% | +1.3% | +0.9% | +0.7% |
| 3Y | +56.7% | +16.3% | +40.4% | +41.1% |
| 5Y | +49.1% | -25.1% | +74.1% | +63.7% |
| All | +61.1% | +118.9% | -57.8% | +1.1% |
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