+350.4%
SU vs URA
+132.7%
+217.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.0% |
| 7D | +1.6% | +5.7% | -4.2% | +0.2% |
| 30D | +10.7% | +5.6% | +5.1% | +9.0% |
| 3M | +13.5% | +6.2% | +7.3% | +10.8% |
| 6M | +21.8% | -8.2% | +30.1% | +21.7% |
| YTD | +58.8% | +9.7% | +49.2% | +49.0% |
| 1Y | +72.0% | +17.0% | +55.1% | +54.7% |
| 3Y | +121.7% | +118.5% | +3.2% | +50.4% |
| 5Y | +350.4% | +134.3% | +216.1% | +186.4% |
| All | +350.4% | +132.7% | +217.7% | +186.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling