+115.0%
SRE vs SUI
+118.5%
-3.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -9.2% | +6.2% | -15.4% | -11.7% |
| 30D | -1.9% | +8.6% | -10.5% | -5.7% |
| 3M | -6.5% | +1.0% | -7.5% | -7.4% |
| 6M | -15.2% | -2.6% | -12.6% | -14.9% |
| YTD | -9.5% | -0.1% | -9.3% | -10.2% |
| 1Y | -13.2% | +0.5% | -13.7% | -14.2% |
| 3Y | +19.5% | +15.3% | +4.2% | +8.7% |
| 5Y | +43.6% | -26.1% | +69.7% | +57.7% |
| All | +115.0% | +118.5% | -3.5% | +43.0% |
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