+540.2%
MAR vs SUI
+115.7%
+424.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | +4.3% | +6.2% | -1.9% | +1.7% |
| 30D | +16.8% | +8.6% | +8.2% | +12.7% |
| 3M | +16.0% | +1.0% | +15.0% | +15.2% |
| 6M | +16.5% | -2.6% | +19.1% | +17.1% |
| YTD | +35.0% | -0.1% | +35.2% | +34.3% |
| 1Y | +49.4% | +0.5% | +48.9% | +48.3% |
| 3Y | +124.1% | +15.3% | +108.8% | +104.0% |
| 5Y | +159.2% | -26.1% | +185.3% | +185.9% |
| All | +540.2% | +115.7% | +424.5% | +395.4% |
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