+16,095.7%
MA vs SUI
+1,111.6%
+14,984.1%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.2% | -1.2% | +1.8% |
| 7D | +10.2% | +10.0% | +0.2% | +6.0% |
| 30D | +19.3% | +8.4% | +10.9% | +15.3% |
| 3M | +18.0% | +0.7% | +17.3% | +17.4% |
| 6M | +33.7% | -0.9% | +34.6% | +33.8% |
| YTD | +18.6% | +0.6% | +17.9% | +17.5% |
| 1Y | +22.5% | +0.8% | +21.7% | +21.3% |
| 3Y | +77.4% | +15.5% | +61.9% | +62.0% |
| 5Y | +106.6% | -25.9% | +132.5% | +124.5% |
| 10Y | +592.2% | +119.5% | +472.7% | +360.2% |
| All | +16,095.7% | +1,111.6% | +14,984.1% | +4,798.9% |
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