+134.1%
PSX vs SU
+120.0%
+14.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +1.7% | +2.2% | -0.5% | +0.2% |
| 30D | +15.6% | +8.4% | +7.2% | +9.5% |
| 3M | +46.5% | +12.1% | +34.4% | +35.3% |
| 6M | +55.0% | +19.7% | +35.3% | +37.0% |
| YTD | +105.3% | +58.4% | +46.9% | +50.5% |
| 1Y | +101.6% | +67.2% | +34.4% | +42.5% |
| 3Y | +134.1% | +125.0% | +9.1% | +40.4% |
| All | +134.1% | +120.0% | +14.2% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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