+2,787.7%
SU vs URI
+7,134.6%
-4,346.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.1% |
| 7D | +3.6% | -2.0% | +5.5% | +4.0% |
| 30D | +7.9% | -12.9% | +20.8% | +11.5% |
| 3M | +3.5% | -6.7% | +10.2% | +4.7% |
| 6M | +19.0% | +19.0% | 0.0% | +11.7% |
| YTD | +55.0% | +25.5% | +29.4% | +42.4% |
| 1Y | +71.2% | +5.5% | +65.7% | +63.8% |
| 3Y | +117.4% | +111.3% | +6.1% | +69.2% |
| 5Y | +335.2% | +198.6% | +136.6% | +205.0% |
| 10Y | +248.7% | +1,179.9% | -931.2% | +69.8% |
| All | +2,787.7% | +7,134.6% | -4,346.9% | +722.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling