+125.2%
SU vs URI
+155.7%
-30.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.7% |
| 7D | -10.2% | -6.0% | -4.2% | -9.6% |
| 30D | -6.2% | +4.6% | -10.8% | -6.8% |
| 3M | +8.7% | -2.7% | +11.4% | +8.9% |
| 6M | +7.2% | +18.4% | -11.1% | +4.2% |
| YTD | +55.9% | +37.4% | +18.6% | +45.8% |
| 1Y | +60.4% | +30.4% | +30.0% | +51.6% |
| 3Y | +125.2% | +147.9% | -22.7% | +75.7% |
| All | +125.2% | +155.7% | -30.5% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling