+797.8%
PH vs SU
+267.2%
+530.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -1.3% | +2.2% | -3.5% | -2.2% |
| 30D | -11.0% | +8.4% | -19.4% | -14.0% |
| 3M | +5.5% | +12.1% | -6.6% | -0.2% |
| 6M | +1.5% | +19.7% | -18.2% | -8.0% |
| YTD | +8.8% | +58.4% | -49.6% | -12.9% |
| 1Y | +24.5% | +67.2% | -42.7% | -2.8% |
| 3Y | +141.2% | +125.0% | +16.1% | +61.8% |
| 5Y | +256.3% | +355.1% | -98.8% | +62.3% |
| All | +797.8% | +267.2% | +530.6% | +312.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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