+415.3%
PR vs SUI
-32.0%
+447.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +2.9% | -2.8% | +5.7% | +3.7% |
| 30D | +18.0% | -1.2% | +19.2% | +18.3% |
| 3M | +16.9% | -1.7% | +18.6% | +17.2% |
| 6M | +28.2% | -10.5% | +38.7% | +31.8% |
| YTD | +69.3% | -1.8% | +71.2% | +69.2% |
| 1Y | +69.5% | -4.1% | +73.6% | +70.3% |
| 3Y | +81.7% | +11.3% | +70.4% | +70.4% |
| All | +415.3% | -32.0% | +447.2% | +498.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling