+41.8%
IYR vs SUI
+18.2%
+23.6%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.4% |
| 7D | +0.6% | -1.5% | +2.1% | +1.3% |
| 30D | +6.6% | +3.7% | +2.8% | +4.6% |
| 3M | -1.8% | -0.4% | -1.4% | -1.9% |
| 6M | +1.4% | -2.8% | +4.2% | +2.3% |
| YTD | +10.5% | -1.6% | +12.1% | +10.7% |
| 1Y | +10.6% | -2.1% | +12.7% | +11.0% |
| 3Y | +41.8% | +18.5% | +23.3% | +22.9% |
| All | +41.8% | +18.2% | +23.6% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling