+67.2%
SU vs IRM
+22.0%
+45.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.3% |
| 7D | +2.2% | -1.4% | +3.7% | +2.3% |
| 30D | +8.4% | -7.4% | +15.8% | +9.1% |
| 3M | +12.1% | -7.4% | +19.4% | +12.8% |
| 6M | +19.7% | +8.7% | +11.0% | +18.9% |
| YTD | +58.4% | +40.9% | +17.5% | +52.6% |
| 1Y | +67.2% | +20.5% | +46.7% | +60.9% |
| All | +67.2% | +22.0% | +45.2% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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