+578.4%
SUI vs PSLV
+117.0%
+461.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.2% |
| 7D | -2.8% | -0.6% | -2.2% | -2.8% |
| 30D | -1.2% | +7.3% | -8.4% | -1.9% |
| 3M | -1.7% | -7.4% | +5.7% | -1.3% |
| 6M | -10.5% | -20.3% | +9.8% | -8.9% |
| YTD | -1.8% | -8.2% | +6.4% | -3.3% |
| 1Y | -4.1% | +57.9% | -62.0% | -12.2% |
| 3Y | +11.3% | +162.1% | -150.8% | -5.6% |
| 5Y | -32.1% | +151.2% | -183.3% | -42.6% |
| 10Y | +110.4% | +191.7% | -81.2% | +71.2% |
| All | +578.4% | +117.0% | +461.4% | +395.2% |
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