+132.7%
PSA vs SUI
+118.5%
+14.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.5% | +3.0% | -1.5% | -0.2% |
| 30D | +16.7% | +5.6% | +11.1% | +13.1% |
| 3M | +4.0% | +0.9% | +3.1% | +3.2% |
| 6M | +10.9% | -2.6% | +13.4% | +12.0% |
| YTD | +34.2% | -0.1% | +34.3% | +33.8% |
| 1Y | +26.6% | -1.4% | +28.1% | +27.1% |
| 3Y | +54.7% | +19.8% | +35.0% | +36.9% |
| 5Y | +30.0% | -25.8% | +55.8% | +47.3% |
| 10Y | +132.7% | +118.1% | +14.6% | +36.9% |
| All | +132.7% | +118.5% | +14.1% | +36.9% |
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