+82.2%
UBER vs SUI
+22.6%
+59.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -3.9% | -2.8% | -1.1% | -2.6% |
| 30D | +11.1% | -1.2% | +12.3% | +11.7% |
| 3M | +4.9% | -1.7% | +6.7% | +5.5% |
| 6M | -1.2% | -10.5% | +9.3% | +3.5% |
| YTD | -7.3% | -1.8% | -5.4% | -7.2% |
| 1Y | -17.6% | -4.1% | -13.6% | -16.9% |
| 3Y | +61.1% | +11.3% | +49.8% | +45.6% |
| 5Y | +87.9% | -32.1% | +120.0% | +120.2% |
| All | +82.2% | +22.6% | +59.6% | +62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling