+265.2%
SU vs PNR
+66.2%
+199.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | +2.2% | -6.0% | +8.3% | +4.8% |
| 30D | +8.4% | -14.0% | +22.4% | +15.0% |
| 3M | +12.1% | -21.7% | +33.8% | +21.9% |
| 6M | +19.7% | -37.3% | +56.9% | +41.6% |
| YTD | +58.4% | -45.1% | +103.5% | +97.8% |
| 1Y | +67.2% | -49.1% | +116.4% | +115.9% |
| 3Y | +125.0% | -14.8% | +139.9% | +117.2% |
| 5Y | +355.1% | -21.0% | +376.1% | +346.4% |
| All | +265.2% | +66.2% | +199.0% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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