-96.9%
IRE vs SUI
+1.0%
-97.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +5.2% | -28.4% | -11.0% |
| 7D | -46.8% | +10.0% | -56.9% | -30.2% |
| 30D | -75.5% | +8.4% | -83.9% | -67.8% |
| 3M | -79.4% | +0.7% | -80.1% | -76.2% |
| 6M | -91.3% | -0.9% | -90.3% | -89.5% |
| YTD | -90.8% | +0.6% | -91.5% | -88.4% |
| 1Y | -97.7% | +0.8% | -98.5% | -97.0% |
| All | -96.9% | +1.0% | -97.8% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling