+85.0%
UBER vs SUI
-32.0%
+117.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -3.9% | -2.8% | -1.1% | -2.8% |
| 30D | +11.1% | -1.2% | +12.3% | +11.6% |
| 3M | +4.9% | -1.7% | +6.7% | +5.5% |
| 6M | -1.2% | -10.5% | +9.3% | +3.0% |
| YTD | -7.3% | -1.8% | -5.4% | -7.2% |
| 1Y | -17.6% | -4.1% | -13.6% | -17.0% |
| 3Y | +61.1% | +11.3% | +49.8% | +45.7% |
| All | +85.0% | -32.0% | +117.0% | +124.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling