+63.6%
SU vs IRE
-97.6%
+161.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -14.4% | +15.3% | +1.0% |
| 7D | +1.7% | -31.8% | +33.6% | +1.9% |
| 30D | -7.9% | -71.8% | +63.9% | -7.5% |
| 3M | +7.5% | -88.9% | +96.5% | +8.2% |
| 6M | +7.2% | -95.4% | +102.6% | +8.8% |
| YTD | +60.9% | -94.2% | +155.2% | +59.8% |
| 1Y | +63.6% | -97.1% | +160.7% | +64.9% |
| All | +63.6% | -97.6% | +161.2% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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