+30.4%
PSA vs SUI
-26.3%
+56.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.1% |
| 7D | +3.9% | +6.2% | -2.3% | +0.5% |
| 30D | +19.7% | +8.6% | +11.1% | +14.2% |
| 3M | +4.3% | +1.0% | +3.3% | +3.4% |
| 6M | +11.4% | -2.6% | +14.0% | +12.5% |
| YTD | +33.9% | -0.1% | +34.1% | +33.6% |
| 1Y | +28.3% | +0.5% | +27.8% | +27.5% |
| 3Y | +53.5% | +15.3% | +38.2% | +38.2% |
| All | +30.4% | -26.3% | +56.7% | +51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling