+449.9%
IRM vs SUI
+115.7%
+334.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.4% | +1.7% |
| 7D | -8.6% | +6.2% | -14.8% | -11.4% |
| 30D | -8.0% | +8.6% | -16.6% | -12.1% |
| 3M | -12.0% | +1.0% | -13.0% | -13.1% |
| 6M | -18.2% | -2.6% | -15.6% | -18.2% |
| YTD | +31.4% | -0.1% | +31.5% | +29.6% |
| 1Y | +9.2% | +0.5% | +8.7% | +7.4% |
| 3Y | +94.6% | +15.3% | +79.3% | +74.7% |
| 5Y | +170.2% | -26.1% | +196.3% | +201.9% |
| All | +449.9% | +115.7% | +334.1% | +204.5% |
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