+573.6%
SUI vs PSLV
+61.5%
+512.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.7% | -0.4% |
| 7D | -3.8% | -4.3% | +0.4% | -3.4% |
| 30D | +3.9% | -16.6% | +20.6% | +5.7% |
| 3M | +0.2% | -24.6% | +24.8% | +2.8% |
| 6M | -4.2% | -42.5% | +38.4% | +0.8% |
| YTD | -2.5% | -31.7% | +29.2% | -1.4% |
| 1Y | -4.0% | -8.7% | +4.6% | -6.6% |
| 3Y | +16.5% | +113.6% | -97.1% | +0.5% |
| 5Y | -27.2% | +83.3% | -110.5% | -36.6% |
| 10Y | +119.6% | +143.2% | -23.7% | +82.3% |
| All | +573.6% | +61.5% | +512.1% | +405.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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