+67.5%
MAS vs SUI
+16.0%
+51.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.2% | +0.5% | +3.3% |
| 7D | +14.2% | +10.0% | +4.1% | +9.5% |
| 30D | +26.8% | +8.4% | +18.4% | +22.2% |
| 3M | +13.1% | +0.7% | +12.5% | +12.6% |
| 6M | +27.9% | -0.9% | +28.9% | +27.7% |
| YTD | +38.7% | +0.6% | +38.0% | +37.2% |
| 1Y | +40.4% | +0.8% | +39.6% | +38.8% |
| All | +67.5% | +16.0% | +51.4% | +48.5% |
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