+144.6%
URI vs SUI
+16.8%
+127.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.3% |
| 7D | -12.9% | +8.8% | -21.7% | -14.7% |
| 30D | -3.4% | +8.9% | -12.3% | -5.7% |
| 3M | -10.0% | +2.0% | -12.1% | -10.7% |
| 6M | +12.2% | -0.6% | +12.8% | +11.8% |
| YTD | +29.8% | +1.3% | +28.4% | +28.3% |
| 1Y | +24.6% | +1.3% | +23.3% | +23.2% |
| All | +144.6% | +16.8% | +127.8% | +119.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling