+70.1%
MA vs SUI
+17.8%
+52.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | +1.8% | +3.4% | -1.6% | +0.9% |
| 30D | +11.8% | +4.6% | +7.2% | +10.4% |
| 3M | +17.2% | +1.6% | +15.6% | +16.5% |
| 6M | +33.4% | -3.5% | +36.9% | +34.1% |
| YTD | +16.1% | -1.0% | +17.2% | +15.9% |
| 1Y | +19.9% | -1.7% | +21.6% | +19.9% |
| 3Y | +70.1% | +18.4% | +51.7% | +65.2% |
| All | +70.1% | +17.8% | +52.3% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling