+517.3%
IRM vs SUI
+123.0%
+394.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.2% |
| 7D | +6.8% | -1.5% | +8.3% | +7.5% |
| 30D | +2.6% | +3.7% | -1.1% | +0.2% |
| 3M | -9.5% | -0.4% | -9.1% | -10.0% |
| 6M | -8.5% | -2.8% | -5.7% | -8.5% |
| YTD | +40.3% | -1.6% | +41.9% | +39.3% |
| 1Y | +28.7% | -2.1% | +30.7% | +28.1% |
| 3Y | +111.8% | +18.5% | +93.3% | +87.4% |
| 5Y | +189.1% | -26.5% | +215.6% | +223.6% |
| All | +517.3% | +123.0% | +394.3% | +249.7% |
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