+17.0%
SUI vs URA
+30.2%
-13.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.0% | +0.6% |
| 7D | +8.8% | -13.3% | +22.0% | +8.6% |
| 30D | +8.9% | -25.9% | +34.8% | +8.8% |
| 3M | +2.0% | -27.8% | +29.8% | +1.9% |
| 6M | -0.6% | -42.8% | +42.2% | -0.4% |
| YTD | +1.3% | -27.5% | +28.8% | +1.2% |
| 1Y | +1.3% | -35.1% | +36.4% | +1.3% |
| All | +17.0% | +30.2% | -13.3% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling