+222.1%
PWR vs SUI
+15.1%
+207.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.7% | +6.1% |
| 7D | -12.9% | +6.2% | -19.1% | -12.3% |
| 30D | -22.8% | +8.6% | -31.4% | -22.3% |
| 3M | -19.0% | +1.0% | -20.0% | -18.6% |
| 6M | -31.1% | -2.6% | -28.5% | -30.8% |
| YTD | +28.2% | -0.1% | +28.4% | +28.5% |
| 1Y | +22.2% | +0.5% | +21.7% | +22.4% |
| 3Y | +222.1% | +15.3% | +206.9% | +204.5% |
| All | +222.1% | +15.1% | +207.0% | +204.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling