+737.3%
PH vs SUI
+118.5%
+618.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +3.0% | +3.0% | 0.0% | +1.5% |
| 30D | -0.6% | +5.6% | -6.2% | -3.4% |
| 3M | -10.7% | +0.9% | -11.7% | -11.7% |
| 6M | +9.1% | -2.6% | +11.7% | +9.1% |
| YTD | +9.5% | -0.1% | +9.6% | +8.1% |
| 1Y | +14.0% | -1.4% | +15.5% | +13.2% |
| 3Y | +138.9% | +19.8% | +119.1% | +110.3% |
| 5Y | +209.1% | -25.8% | +234.9% | +240.4% |
| 10Y | +737.3% | +118.1% | +619.2% | +634.8% |
| All | +737.3% | +118.5% | +618.8% | +634.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling