+95.5%
PSX vs SUI
-3.0%
+98.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.9% |
| 7D | +7.8% | -1.5% | +9.3% | +7.6% |
| 30D | -10.9% | +3.7% | -14.6% | -10.1% |
| 3M | +14.5% | -0.4% | +14.9% | +15.0% |
| 6M | +56.1% | -2.8% | +58.9% | +56.8% |
| YTD | +109.6% | -1.6% | +111.2% | +106.7% |
| 1Y | +95.5% | -2.1% | +97.6% | +93.0% |
| All | +95.5% | -3.0% | +98.5% | +93.0% |
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