+246.8%
PR vs SUI
-26.1%
+272.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +5.2% | -11.7% | -7.9% |
| 7D | -12.1% | +10.0% | -22.1% | -14.5% |
| 30D | +0.9% | +8.4% | -7.5% | -1.5% |
| 3M | +10.1% | +0.7% | +9.5% | +9.6% |
| 6M | +1.1% | -0.9% | +2.0% | +0.9% |
| YTD | +63.7% | +0.6% | +63.0% | +62.0% |
| 1Y | +87.0% | +0.8% | +86.3% | +85.1% |
| 3Y | +70.7% | +15.5% | +55.3% | +57.5% |
| 5Y | +246.8% | -25.9% | +272.7% | +298.8% |
| All | +246.8% | -26.1% | +272.9% | +298.8% |
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