+826.9%
MAS vs SUI
+4,037.5%
-3,210.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -0.8% | -2.8% | +2.1% | +0.8% |
| 30D | -5.6% | -1.2% | -4.4% | -5.0% |
| 3M | +4.4% | -1.7% | +6.2% | +4.9% |
| 6M | +7.2% | -10.5% | +17.7% | +13.1% |
| YTD | +16.1% | -1.8% | +17.9% | +16.4% |
| 1Y | +0.1% | -4.1% | +4.2% | +1.5% |
| 3Y | +28.3% | +11.3% | +17.0% | +17.5% |
| 5Y | +30.5% | -32.1% | +62.6% | +53.7% |
| 10Y | +139.1% | +110.4% | +28.7% | +41.2% |
| All | +826.9% | +4,037.5% | -3,210.6% | +42.4% |
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 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