+568.4%
MA vs SUI
+117.1%
+451.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.8% | +3.4% | -1.6% | +0.4% |
| 30D | +11.8% | +4.6% | +7.2% | +9.6% |
| 3M | +17.2% | +1.6% | +15.6% | +16.2% |
| 6M | +33.4% | -3.5% | +36.9% | +34.8% |
| YTD | +16.1% | -1.0% | +17.2% | +15.8% |
| 1Y | +19.9% | -1.7% | +21.6% | +19.9% |
| 3Y | +70.1% | +18.4% | +51.7% | +52.9% |
| 5Y | +89.6% | -26.3% | +116.0% | +109.8% |
| 10Y | +568.4% | +123.3% | +445.1% | +393.6% |
| All | +568.4% | +117.1% | +451.3% | +393.6% |
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