+216.7%
SU vs URI
+194.6%
+22.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.9% |
| 7D | -10.2% | -6.0% | -4.2% | -9.0% |
| 30D | -6.2% | +4.6% | -10.8% | -7.4% |
| 3M | +8.7% | -2.7% | +11.4% | +8.9% |
| 6M | +7.2% | +18.4% | -11.1% | +1.6% |
| YTD | +55.9% | +37.4% | +18.6% | +38.8% |
| 1Y | +60.4% | +30.4% | +30.0% | +44.9% |
| 3Y | +125.2% | +147.9% | -22.7% | +53.1% |
| 5Y | +216.7% | +202.1% | +14.7% | +98.1% |
| All | +216.7% | +194.6% | +22.1% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling