+71.2%
UBER vs SUI
+24.8%
+46.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.7% | +3.8% |
| 7D | +6.7% | +3.0% | +3.7% | +5.3% |
| 30D | -0.5% | +5.6% | -6.0% | -3.0% |
| 3M | -5.1% | +0.9% | -6.1% | -5.7% |
| 6M | -5.7% | -2.6% | -3.1% | -5.0% |
| YTD | -12.9% | -0.1% | -12.8% | -13.6% |
| 1Y | -22.6% | -1.4% | -21.2% | -22.8% |
| 3Y | +42.2% | +19.8% | +22.4% | +23.9% |
| 5Y | +56.4% | -25.8% | +82.1% | +75.4% |
| All | +71.2% | +24.8% | +46.4% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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