+22.9%
IP vs SUI
+110.1%
-87.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | -5.3% | -2.8% | -2.4% | -4.2% |
| 30D | -10.9% | -1.2% | -9.7% | -10.4% |
| 3M | +11.2% | -1.7% | +12.9% | +11.7% |
| 6M | -10.2% | -10.5% | +0.2% | -6.4% |
| YTD | -2.0% | -1.8% | -0.1% | -1.5% |
| 1Y | -19.1% | -4.1% | -15.0% | -18.1% |
| 3Y | +20.9% | +11.3% | +9.6% | +11.7% |
| 5Y | -17.8% | -32.1% | +14.3% | -6.5% |
| All | +22.9% | +110.1% | -87.1% | -9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling