+279.8%
PSX vs SUI
-25.2%
+305.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -5.0% |
| 7D | -9.7% | +8.8% | -18.5% | -11.0% |
| 30D | -8.4% | +8.9% | -17.4% | -9.8% |
| 3M | +22.6% | +2.0% | +20.6% | +22.0% |
| 6M | +38.8% | -0.6% | +39.4% | +38.6% |
| YTD | +95.5% | +1.3% | +94.1% | +94.0% |
| 1Y | +87.1% | +1.3% | +85.9% | +85.7% |
| 3Y | +133.5% | +16.3% | +117.2% | +123.8% |
| All | +279.8% | -25.2% | +305.0% | +280.2% |
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