+177.3%
MCD vs SUI
+110.1%
+67.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -2.8% | -2.8% | 0.0% | -1.8% |
| 30D | -6.0% | -1.2% | -4.8% | -5.7% |
| 3M | -5.6% | -1.7% | -3.8% | -5.1% |
| 6M | -21.9% | -10.5% | -11.4% | -18.9% |
| YTD | -14.7% | -1.8% | -12.9% | -14.4% |
| 1Y | -17.3% | -4.1% | -13.2% | -16.4% |
| 3Y | -2.2% | +11.3% | -13.4% | -8.4% |
| 5Y | +20.3% | -32.1% | +52.4% | +35.5% |
| All | +177.3% | +110.1% | +67.2% | +111.2% |
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