+1,225.9%
UMC vs SUI
+117.1%
+1,108.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.9% | +9.5% | +8.7% |
| 7D | -8.3% | +3.4% | -11.7% | -8.9% |
| 30D | -34.5% | +4.6% | -39.1% | -35.1% |
| 3M | -20.0% | +1.6% | -21.5% | -20.4% |
| 6M | -0.7% | -3.5% | +2.7% | -1.0% |
| YTD | +94.7% | -1.0% | +95.7% | +92.6% |
| 1Y | +106.0% | -1.7% | +107.7% | +104.0% |
| 3Y | +124.3% | +18.4% | +105.9% | +108.3% |
| 5Y | +78.0% | -26.3% | +104.3% | +83.8% |
| 10Y | +1,225.9% | +123.3% | +1,102.6% | +1,048.8% |
| All | +1,225.9% | +117.1% | +1,108.8% | +1,048.8% |
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