+90.4%
AUR vs SUI
+12.1%
+78.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.6% |
| 7D | +19.2% | -3.1% | +22.4% | +21.3% |
| 30D | -7.8% | -2.3% | -5.5% | -6.7% |
| 3M | +4.0% | -2.8% | +6.8% | +4.5% |
| 6M | +45.0% | -12.4% | +57.4% | +55.9% |
| YTD | +69.5% | -3.3% | +72.8% | +69.8% |
| 1Y | +13.0% | -5.8% | +18.8% | +15.0% |
| 3Y | +90.4% | +12.5% | +77.9% | +47.8% |
| All | +90.4% | +12.1% | +78.3% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling