+875.5%
MDB vs SUI
+77.3%
+798.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.5% |
| 7D | -11.4% | +6.2% | -17.6% | -14.7% |
| 30D | -13.8% | +8.6% | -22.4% | -18.7% |
| 3M | -15.5% | +1.0% | -16.4% | -17.0% |
| 6M | +17.9% | -2.6% | +20.5% | +17.4% |
| YTD | -25.5% | -0.1% | -25.3% | -27.3% |
| 1Y | -12.1% | +0.5% | -12.6% | -14.8% |
| 3Y | -5.9% | +15.3% | -21.1% | -19.9% |
| 5Y | -43.7% | -26.1% | -17.5% | -35.0% |
| All | +875.5% | +77.3% | +798.2% | +664.1% |
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