+14.0%
AUR vs SUI
-6.7%
+20.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | +11.1% | -4.3% | +15.4% | +11.3% |
| 30D | -6.9% | -2.1% | -4.7% | -6.8% |
| 3M | +5.5% | -6.1% | +11.6% | +5.9% |
| 6M | +41.0% | -12.8% | +53.7% | +46.2% |
| YTD | +69.3% | -4.6% | +73.9% | +67.2% |
| 1Y | +14.0% | -7.7% | +21.7% | +13.3% |
| All | +14.0% | -6.7% | +20.7% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling