+1,772.2%
UMC vs SUI
+104.3%
+1,667.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.3% |
| 7D | +6.6% | -3.1% | +9.7% | +7.2% |
| 30D | +16.6% | -2.3% | +18.9% | +17.0% |
| 3M | +11.0% | -2.8% | +13.8% | +10.9% |
| 6M | +131.3% | -12.4% | +143.7% | +136.1% |
| YTD | +182.5% | -3.3% | +185.8% | +181.3% |
| 1Y | +222.3% | -5.8% | +228.1% | +222.5% |
| 3Y | +253.0% | +12.5% | +240.5% | +232.2% |
| 5Y | +141.8% | -32.9% | +174.7% | +155.0% |
| 10Y | +1,772.2% | +104.4% | +1,667.8% | +1,518.8% |
| All | +1,772.2% | +104.3% | +1,667.9% | +1,518.8% |
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