+1,796.7%
PWR vs SUI
+117.1%
+1,679.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -11.2% | +3.4% | -14.7% | -12.4% |
| 30D | -17.4% | +4.6% | -22.0% | -19.1% |
| 3M | -11.7% | +1.6% | -13.3% | -12.9% |
| 6M | -21.7% | -3.5% | -18.2% | -22.0% |
| YTD | +38.3% | -1.0% | +39.3% | +36.2% |
| 1Y | +29.6% | -1.7% | +31.3% | +27.9% |
| 3Y | +236.1% | +18.4% | +217.8% | +198.9% |
| 5Y | +406.3% | -26.3% | +432.7% | +441.9% |
| 10Y | +1,796.7% | +123.3% | +1,673.4% | +1,528.8% |
| All | +1,796.7% | +117.1% | +1,679.6% | +1,528.8% |
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 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