+6,893.4%
URI vs SUI
+1,716.3%
+5,177.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | -2.0% | -2.8% | +0.9% | -0.4% |
| 30D | -12.9% | -1.2% | -11.8% | -12.4% |
| 3M | -6.7% | -1.7% | -5.0% | -6.5% |
| 6M | +19.0% | -10.5% | +29.5% | +25.8% |
| YTD | +25.5% | -1.8% | +27.4% | +25.0% |
| 1Y | +5.5% | -4.1% | +9.6% | +6.4% |
| 3Y | +111.3% | +11.3% | +100.1% | +88.4% |
| 5Y | +198.6% | -32.1% | +230.7% | +250.5% |
| 10Y | +1,179.9% | +110.4% | +1,069.5% | +586.0% |
| All | +6,893.4% | +1,716.3% | +5,177.2% | +735.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling