+1,139.1%
PSX vs SU
+265.3%
+873.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | -0.4% |
| 7D | +1.8% | +1.6% | +0.3% | +0.9% |
| 30D | +21.6% | +10.7% | +10.9% | +14.3% |
| 3M | +46.5% | +13.5% | +33.0% | +35.4% |
| 6M | +62.0% | +21.8% | +40.2% | +43.3% |
| YTD | +106.3% | +58.8% | +47.5% | +55.2% |
| 1Y | +103.0% | +72.0% | +30.9% | +45.4% |
| 3Y | +135.5% | +121.7% | +13.8% | +43.4% |
| 5Y | +368.5% | +350.4% | +18.1% | +83.4% |
| 10Y | +386.6% | +264.7% | +121.9% | +98.9% |
| All | +1,139.1% | +265.3% | +873.9% | +353.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling