+118.1%
SU vs URI
+126.5%
-8.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -1.0% | +2.5% | -3.5% | -1.3% |
| 30D | +13.7% | -12.5% | +26.2% | +15.6% |
| 3M | +8.0% | -6.2% | +14.2% | +8.5% |
| 6M | +21.0% | +25.9% | -4.9% | +15.4% |
| YTD | +56.2% | +26.2% | +30.1% | +47.5% |
| 1Y | +72.2% | +5.5% | +66.7% | +68.9% |
| 3Y | +118.1% | +125.0% | -6.9% | +73.4% |
| All | +118.1% | +126.5% | -8.4% | +73.4% |
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