+7,682.4%
URI vs SUI
+1,762.3%
+5,920.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.2% | -9.5% | -7.3% |
| 7D | -4.3% | +10.0% | -14.4% | -9.7% |
| 30D | +4.6% | +8.4% | -3.8% | -0.8% |
| 3M | -2.1% | +0.7% | -2.8% | -3.3% |
| 6M | +21.9% | -0.9% | +22.9% | +20.5% |
| YTD | +39.7% | +0.6% | +39.0% | +36.1% |
| 1Y | +32.9% | +0.8% | +32.1% | +29.3% |
| 3Y | +155.8% | +15.5% | +140.3% | +122.1% |
| 5Y | +202.4% | -25.9% | +228.3% | +234.7% |
| 10Y | +1,517.7% | +119.5% | +1,398.2% | +740.5% |
| All | +7,682.4% | +1,762.3% | +5,920.2% | +809.9% |
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 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