+302.5%
PSX vs SUI
-26.4%
+328.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.6% |
| 7D | +7.8% | -1.5% | +9.3% | +8.1% |
| 30D | -10.9% | +3.7% | -14.6% | -11.5% |
| 3M | +14.5% | -0.4% | +14.9% | +14.4% |
| 6M | +56.1% | -2.8% | +58.9% | +56.4% |
| YTD | +109.6% | -1.6% | +111.2% | +109.0% |
| 1Y | +95.5% | -2.1% | +97.6% | +95.1% |
| 3Y | +156.2% | +18.5% | +137.7% | +144.7% |
| All | +302.5% | -26.4% | +328.9% | +305.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling