+23,435.8%
PH vs SU
+61,771.6%
-38,335.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.3% | -0.7% |
| 7D | 0.0% | +1.6% | -1.6% | 0.0% |
| 30D | -10.3% | +10.7% | -21.0% | -10.3% |
| 3M | +5.1% | +13.5% | -8.4% | +5.0% |
| 6M | +2.3% | +21.8% | -19.5% | +2.3% |
| YTD | +8.7% | +58.8% | -50.2% | +8.6% |
| 1Y | +26.8% | +72.0% | -45.3% | +26.7% |
| 3Y | +139.2% | +121.7% | +17.5% | +139.0% |
| 5Y | +251.1% | +350.4% | -99.3% | +250.5% |
| 10Y | +812.6% | +264.7% | +547.9% | +811.2% |
| All | +23,435.8% | +61,771.6% | -38,335.8% | +23,646.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling