+117.8%
SUI vs URA
+278.3%
-160.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.8% | -2.0% |
| 7D | +6.2% | -4.1% | +10.3% | +6.7% |
| 30D | +8.6% | -19.0% | +27.6% | +11.4% |
| 3M | +1.0% | -25.1% | +26.1% | +4.5% |
| 6M | -2.6% | -44.5% | +41.9% | +4.8% |
| YTD | -0.1% | -24.3% | +24.2% | +1.3% |
| 1Y | +0.5% | -28.1% | +28.6% | +2.5% |
| 3Y | +15.3% | +40.7% | -25.4% | -0.5% |
| 5Y | -26.1% | +35.5% | -61.6% | -37.7% |
| All | +117.8% | +278.3% | -160.5% | +37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling