+3,207.6%
MAR vs SUI
+1,724.0%
+1,483.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.1% |
| 7D | +2.9% | +3.4% | -0.6% | +1.1% |
| 30D | +17.0% | +4.6% | +12.4% | +14.2% |
| 3M | +23.2% | +1.6% | +21.6% | +21.7% |
| 6M | +21.7% | -3.5% | +25.2% | +22.9% |
| YTD | +38.9% | -1.0% | +39.9% | +38.5% |
| 1Y | +48.7% | -1.7% | +50.4% | +48.8% |
| 3Y | +122.9% | +18.4% | +104.5% | +97.1% |
| 5Y | +177.5% | -26.3% | +203.8% | +204.2% |
| 10Y | +537.5% | +123.3% | +414.2% | +273.5% |
| All | +3,207.6% | +1,724.0% | +1,483.5% | +445.0% |
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