+86.2%
PSX vs SUI
-2.0%
+88.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -1.0% |
| 7D | -7.8% | +3.4% | -11.2% | -7.5% |
| 30D | -9.9% | +4.6% | -14.5% | -9.1% |
| 3M | +16.9% | +1.6% | +15.4% | +17.6% |
| 6M | +48.0% | -3.5% | +51.4% | +48.6% |
| YTD | +98.3% | -1.0% | +99.3% | +95.6% |
| 1Y | +86.2% | -1.7% | +87.9% | +84.4% |
| All | +86.2% | -2.0% | +88.1% | +84.4% |
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