+52.7%
PSA vs SUI
+17.1%
+35.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | -2.1% | -3.8% | +1.7% | -0.1% |
| 30D | +15.6% | +3.9% | +11.6% | +13.1% |
| 3M | +4.1% | +0.2% | +3.9% | +3.6% |
| 6M | +9.2% | -4.2% | +13.4% | +11.2% |
| YTD | +32.3% | -2.5% | +34.8% | +33.7% |
| 1Y | +26.2% | -4.0% | +30.2% | +28.4% |
| All | +52.7% | +17.1% | +35.6% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling