+55.8%
IJR vs SUI
+13.6%
+42.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -0.2% | -2.8% | +2.7% | +0.8% |
| 30D | -2.4% | -1.2% | -1.2% | -2.1% |
| 3M | +3.9% | -1.7% | +5.7% | +4.2% |
| 6M | +12.4% | -10.5% | +22.9% | +16.3% |
| YTD | +21.5% | -1.8% | +23.3% | +21.5% |
| 1Y | +24.0% | -4.1% | +28.1% | +24.9% |
| All | +55.8% | +13.6% | +42.2% | +42.5% |
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