+7,421.0%
PSA vs SUI
+4,037.5%
+3,383.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -3.7% | -2.8% | -0.8% | -2.0% |
| 30D | -7.7% | -1.2% | -6.6% | -7.2% |
| 3M | -0.6% | -1.7% | +1.1% | +0.3% |
| 6M | -0.9% | -10.5% | +9.6% | +5.7% |
| YTD | +18.7% | -1.8% | +20.5% | +19.8% |
| 1Y | +7.6% | -4.1% | +11.7% | +9.9% |
| 3Y | +23.7% | +11.3% | +12.4% | +12.7% |
| 5Y | +13.7% | -32.1% | +45.8% | +37.1% |
| 10Y | +98.9% | +110.4% | -11.6% | +13.8% |
| All | +7,421.0% | +4,037.5% | +3,383.4% | +960.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling