+1,067.6%
PSX vs SUI
+395.0%
+672.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.1% |
| 7D | -13.1% | +6.2% | -19.3% | -14.8% |
| 30D | -9.5% | +8.6% | -18.1% | -12.0% |
| 3M | +20.2% | +1.0% | +19.2% | +19.3% |
| 6M | +44.9% | -2.6% | +47.5% | +45.1% |
| YTD | +94.4% | -0.1% | +94.5% | +92.5% |
| 1Y | +83.1% | +0.5% | +82.6% | +80.9% |
| 3Y | +132.2% | +15.3% | +116.9% | +115.8% |
| 5Y | +278.8% | -26.1% | +305.0% | +301.0% |
| 10Y | +354.2% | +117.8% | +236.3% | +232.5% |
| All | +1,067.6% | +395.0% | +672.6% | +543.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling