+8,390.6%
PWR vs SUI
+1,677.0%
+6,713.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +3.6% | -2.8% | +6.4% | +5.0% |
| 30D | -8.6% | -1.2% | -7.4% | -8.2% |
| 3M | -13.2% | -1.7% | -11.4% | -13.4% |
| 6M | +9.9% | -10.5% | +20.4% | +14.3% |
| YTD | +48.0% | -1.8% | +49.9% | +46.9% |
| 1Y | +66.2% | -4.1% | +70.3% | +66.0% |
| 3Y | +195.1% | +11.3% | +183.9% | +163.9% |
| 5Y | +442.6% | -32.1% | +474.7% | +508.2% |
| 10Y | +2,334.2% | +110.4% | +2,223.8% | +1,340.5% |
| All | +8,390.6% | +1,677.0% | +6,713.6% | +1,399.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling