+37.1%
UNP vs SUI
-2.0%
+39.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | -0.9% | +3.4% | -4.4% | -2.0% |
| 30D | +8.0% | +4.6% | +3.4% | +6.2% |
| 3M | +3.3% | +1.6% | +1.8% | +2.5% |
| 6M | +14.7% | -3.5% | +18.2% | +15.7% |
| YTD | +31.9% | -1.0% | +32.9% | +31.8% |
| 1Y | +37.1% | -1.7% | +38.8% | +37.8% |
| All | +37.1% | -2.0% | +39.1% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling