+62.6%
UMC vs SUI
-26.3%
+88.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.7% |
| 7D | -17.0% | +6.2% | -23.2% | -17.6% |
| 30D | -40.6% | +8.6% | -49.2% | -41.3% |
| 3M | -27.9% | +1.0% | -28.9% | -28.0% |
| 6M | -7.5% | -2.6% | -4.9% | -7.6% |
| YTD | +79.3% | -0.1% | +79.4% | +77.3% |
| 1Y | +92.8% | +0.5% | +92.3% | +90.3% |
| 3Y | +108.2% | +15.3% | +92.9% | +91.4% |
| All | +62.6% | -26.3% | +88.9% | +76.9% |
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