+78.7%
PR vs SUI
+120.9%
-42.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.9% |
| 7D | -0.5% | -2.4% | +2.0% | 0.0% |
| 30D | -4.6% | +3.3% | -8.0% | -5.5% |
| 3M | +4.7% | +0.7% | +4.0% | +4.2% |
| 6M | +12.4% | -4.1% | +16.6% | +13.0% |
| YTD | +62.9% | -1.8% | +64.7% | +62.5% |
| 1Y | +70.6% | -4.1% | +74.6% | +71.0% |
| 3Y | +90.0% | +17.4% | +72.6% | +80.2% |
| 5Y | +255.5% | -27.0% | +282.5% | +268.2% |
| 10Y | +78.7% | +121.2% | -42.4% | +106.1% |
| All | +78.7% | +120.9% | -42.1% | +106.1% |
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