+361.6%
PSX vs SUI
+123.0%
+238.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | +7.8% | -1.5% | +9.3% | +8.3% |
| 30D | -10.9% | +3.7% | -14.6% | -12.1% |
| 3M | +14.5% | -0.4% | +14.9% | +14.2% |
| 6M | +56.1% | -2.8% | +58.9% | +56.4% |
| YTD | +109.6% | -1.6% | +111.2% | +108.4% |
| 1Y | +95.5% | -2.1% | +97.6% | +94.7% |
| 3Y | +156.2% | +18.5% | +137.7% | +135.1% |
| 5Y | +310.0% | -26.5% | +336.5% | +337.3% |
| All | +361.6% | +123.0% | +238.7% | +287.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling