+62,613.0%
SU vs PNR
+3,426.6%
+59,186.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | +2.2% | -6.0% | +8.3% | +4.7% |
| 30D | +8.4% | -14.0% | +22.4% | +14.9% |
| 3M | +12.1% | -21.7% | +33.8% | +21.7% |
| 6M | +19.7% | -37.3% | +56.9% | +40.5% |
| YTD | +58.4% | -45.1% | +103.5% | +95.1% |
| 1Y | +67.2% | -49.1% | +116.4% | +112.1% |
| 3Y | +125.0% | -14.8% | +139.9% | +124.0% |
| 5Y | +355.1% | -21.0% | +376.1% | +353.5% |
| 10Y | +263.7% | +64.7% | +198.9% | +161.2% |
| All | +62,613.0% | +3,426.6% | +59,186.4% | +15,445.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling