+96.9%
PSX vs SUI
+1.6%
+95.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.2% | -9.7% | -4.0% |
| 7D | -5.2% | +10.0% | -15.2% | -4.4% |
| 30D | -3.7% | +8.4% | -12.1% | -2.6% |
| 3M | +26.8% | +0.7% | +26.1% | +27.5% |
| 6M | +47.3% | -0.9% | +48.2% | +48.3% |
| YTD | +105.4% | +0.6% | +104.8% | +103.5% |
| 1Y | +96.9% | +0.8% | +96.2% | +94.5% |
| All | +96.9% | +1.6% | +95.3% | +94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling