-80.4%
SMR vs SUI
-3.0%
-77.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | -0.2% |
| 7D | +1.9% | -2.4% | +4.4% | +0.9% |
| 30D | -21.9% | +3.3% | -25.3% | -20.9% |
| 3M | -47.1% | +0.7% | -47.8% | -46.9% |
| 6M | -60.6% | -4.1% | -56.5% | -60.7% |
| YTD | -63.1% | -1.8% | -61.3% | -63.5% |
| 1Y | -80.4% | -4.1% | -76.4% | -80.2% |
| All | -80.4% | -3.0% | -77.4% | -80.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling