+2,348.3%
PWR vs SUI
+108.4%
+2,239.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +3.6% | -2.8% | +6.4% | +4.5% |
| 30D | -8.6% | -1.2% | -7.4% | -8.3% |
| 3M | -13.2% | -1.7% | -11.4% | -13.4% |
| 6M | +9.9% | -10.5% | +20.4% | +13.1% |
| YTD | +48.0% | -1.8% | +49.9% | +47.2% |
| 1Y | +66.2% | -4.1% | +70.3% | +66.1% |
| 3Y | +195.1% | +11.3% | +183.9% | +170.8% |
| 5Y | +442.6% | -32.1% | +474.7% | +502.2% |
| All | +2,348.3% | +108.4% | +2,239.9% | +2,023.3% |
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