+49.5%
UBER vs SUI
-26.3%
+75.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | +5.1% | +6.2% | -1.1% | +2.5% |
| 30D | +0.2% | +8.6% | -8.4% | -3.3% |
| 3M | -2.7% | +1.0% | -3.7% | -3.2% |
| 6M | -13.4% | -2.6% | -10.8% | -12.8% |
| YTD | -16.1% | -0.1% | -15.9% | -16.7% |
| 1Y | -25.5% | +0.5% | -26.0% | -26.3% |
| 3Y | +42.5% | +15.3% | +27.2% | +26.0% |
| All | +49.5% | -26.3% | +75.8% | +86.7% |
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 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