+176.6%
URI vs SUI
-25.7%
+202.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.4% |
| 7D | -12.9% | +8.8% | -21.7% | -15.8% |
| 30D | -3.4% | +8.9% | -12.3% | -7.0% |
| 3M | -10.0% | +2.0% | -12.1% | -11.1% |
| 6M | +12.2% | -0.6% | +12.8% | +11.4% |
| YTD | +29.8% | +1.3% | +28.4% | +27.3% |
| 1Y | +24.6% | +1.3% | +23.3% | +22.2% |
| 3Y | +137.6% | +16.3% | +121.3% | +111.9% |
| 5Y | +176.6% | -25.1% | +201.7% | +214.3% |
| All | +176.6% | -25.7% | +202.3% | +214.3% |
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