+87.9%
PSX vs SUI
-1.1%
+89.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | -8.0% | +3.0% | -11.0% | -7.6% |
| 30D | -9.0% | +5.6% | -14.6% | -8.2% |
| 3M | +24.7% | +0.9% | +23.8% | +25.4% |
| 6M | +49.3% | -2.6% | +51.9% | +50.1% |
| YTD | +100.2% | -0.1% | +100.3% | +97.6% |
| All | +87.9% | -1.1% | +89.0% | +86.3% |
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 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