+141.2%
PSX vs SUI
+12.1%
+129.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +4.5% | -2.8% | +7.4% | +5.1% |
| 30D | +26.6% | -1.2% | +27.8% | +26.8% |
| 3M | +39.3% | -1.7% | +41.0% | +39.5% |
| 6M | +56.8% | -10.5% | +67.3% | +60.3% |
| YTD | +101.8% | -1.8% | +103.7% | +101.2% |
| 1Y | +99.6% | -4.1% | +103.7% | +100.1% |
| All | +141.2% | +12.1% | +129.2% | +129.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling