-98.0%
IRE vs SUI
-1.3%
-96.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | +0.9% | -15.3% | -12.0% |
| 7D | -31.8% | -1.5% | -30.4% | -34.4% |
| 30D | -71.8% | +3.7% | -75.5% | -65.8% |
| 3M | -88.9% | -0.4% | -88.5% | -87.3% |
| 6M | -95.4% | -2.8% | -92.6% | -94.7% |
| YTD | -94.2% | -1.6% | -92.6% | -93.0% |
| 1Y | -97.1% | -2.1% | -95.0% | -96.4% |
| All | -98.0% | -1.3% | -96.7% | -97.5% |
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 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