-97.1%
IRE vs SUI
+0.2%
-97.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.6% | -1.5% | +41.0% | +35.9% |
| 7D | -27.2% | +6.2% | -33.4% | -11.0% |
| 30D | -75.1% | +8.6% | -83.7% | -66.7% |
| 3M | -77.9% | +1.0% | -78.9% | -73.9% |
| 6M | -94.6% | -2.6% | -92.0% | -93.5% |
| YTD | -91.5% | -0.1% | -91.4% | -89.3% |
| 1Y | -97.8% | +0.5% | -98.3% | -97.2% |
| All | -97.1% | +0.2% | -97.3% | -96.2% |
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