+8,390.0%
PSA vs SUI
+4,109.4%
+4,280.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | 0.0% |
| 7D | +3.9% | +6.2% | -2.3% | +0.2% |
| 30D | +19.7% | +8.6% | +11.1% | +13.7% |
| 3M | +4.3% | +1.0% | +3.3% | +3.3% |
| 6M | +11.4% | -2.6% | +14.0% | +12.6% |
| YTD | +33.9% | -0.1% | +34.1% | +33.4% |
| 1Y | +28.3% | +0.5% | +27.8% | +27.3% |
| 3Y | +53.5% | +15.3% | +38.2% | +37.1% |
| 5Y | +30.6% | -26.1% | +56.8% | +49.3% |
| 10Y | +145.8% | +117.8% | +27.9% | +37.2% |
| All | +8,390.0% | +4,109.4% | +4,280.6% | +1,081.7% |
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