+531.2%
SUI vs URA
-31.1%
+562.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -2.8% | +1.1% | -3.9% | -3.0% |
| 30D | -1.2% | +7.4% | -8.6% | -2.6% |
| 3M | -1.7% | -8.4% | +6.7% | -0.9% |
| 6M | -10.5% | -12.7% | +2.2% | -9.5% |
| YTD | -1.8% | +7.8% | -9.6% | -5.5% |
| 1Y | -4.1% | +19.5% | -23.5% | -10.6% |
| 3Y | +11.3% | +116.4% | -105.2% | -12.4% |
| 5Y | -32.1% | +134.3% | -166.4% | -49.7% |
| 10Y | +110.4% | +359.3% | -248.8% | +21.2% |
| All | +531.2% | -31.1% | +562.3% | +464.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling