+553.1%
MA vs SUI
+115.7%
+437.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.1% |
| 7D | +2.3% | +6.2% | -3.9% | -0.2% |
| 30D | +14.7% | +8.6% | +6.1% | +10.7% |
| 3M | +13.5% | +1.0% | +12.5% | +12.8% |
| 6M | +33.1% | -2.6% | +35.7% | +34.1% |
| YTD | +15.1% | -0.1% | +15.2% | +14.4% |
| 1Y | +18.7% | +0.5% | +18.3% | +17.7% |
| 3Y | +72.1% | +15.3% | +56.8% | +56.7% |
| 5Y | +92.8% | -26.1% | +118.9% | +113.0% |
| All | +553.1% | +115.7% | +437.3% | +385.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling