+1,073.8%
PSX vs SUI
+402.3%
+671.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -5.1% |
| 7D | -9.7% | +8.8% | -18.5% | -12.1% |
| 30D | -8.4% | +8.9% | -17.4% | -11.0% |
| 3M | +22.6% | +2.0% | +20.6% | +21.4% |
| 6M | +38.8% | -0.6% | +39.4% | +38.2% |
| YTD | +95.5% | +1.3% | +94.1% | +92.7% |
| 1Y | +87.1% | +1.3% | +85.9% | +84.5% |
| 3Y | +133.5% | +16.3% | +117.2% | +116.6% |
| 5Y | +280.9% | -25.1% | +305.9% | +301.4% |
| 10Y | +356.6% | +121.1% | +235.5% | +232.8% |
| All | +1,073.8% | +402.3% | +671.5% | +544.1% |
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