+539.2%
MAR vs SUI
+120.9%
+418.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +1.0% | -2.4% | +3.5% | +2.0% |
| 30D | +16.2% | +3.3% | +12.9% | +14.4% |
| 3M | +23.1% | +0.7% | +22.4% | +22.3% |
| 6M | +22.0% | -4.1% | +26.1% | +23.4% |
| YTD | +39.2% | -1.8% | +41.0% | +39.4% |
| 1Y | +48.3% | -4.1% | +52.3% | +50.0% |
| 3Y | +123.4% | +17.4% | +106.0% | +101.6% |
| 5Y | +185.4% | -27.0% | +212.4% | +216.2% |
| 10Y | +539.2% | +121.2% | +418.0% | +402.6% |
| All | +539.2% | +120.9% | +418.3% | +402.6% |
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