-70.6%
PSKY vs SUI
-32.0%
-38.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -0.2% | -2.8% | +2.6% | +1.1% |
| 30D | +24.0% | -1.2% | +25.1% | +24.6% |
| 3M | +2.2% | -1.7% | +3.9% | +2.7% |
| 6M | -9.0% | -10.5% | +1.5% | -4.7% |
| YTD | -18.1% | -1.8% | -16.3% | -18.0% |
| 1Y | -25.1% | -4.1% | -21.0% | -24.2% |
| 3Y | -16.3% | +11.3% | -27.6% | -23.8% |
| All | -70.6% | -32.0% | -38.6% | -69.4% |
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