+64.3%
IYR vs SUI
+104.3%
-40.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.8% |
| 7D | -0.4% | -3.1% | +2.7% | +1.5% |
| 30D | -2.5% | -2.3% | -0.2% | -1.2% |
| 3M | +1.5% | -2.8% | +4.3% | +2.9% |
| 6M | +3.9% | -12.4% | +16.2% | +12.1% |
| YTD | +9.5% | -3.3% | +12.8% | +11.1% |
| 1Y | +7.5% | -5.8% | +13.3% | +10.6% |
| 3Y | +30.8% | +12.5% | +18.3% | +17.0% |
| 5Y | +4.8% | -32.9% | +37.6% | +29.0% |
| 10Y | +64.3% | +104.4% | -40.1% | -3.5% |
| All | +64.3% | +104.3% | -40.0% | -3.5% |
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