-9.0%
MDB vs SUI
-3.0%
-6.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +1.6% |
| 7D | +3.0% | -2.4% | +5.4% | +2.2% |
| 30D | -11.3% | +3.3% | -14.7% | -10.4% |
| 3M | -23.0% | +0.7% | -23.7% | -22.8% |
| 6M | +14.8% | -4.1% | +18.9% | +14.3% |
| YTD | -19.4% | -1.8% | -17.6% | -15.2% |
| 1Y | -9.0% | -4.1% | -4.9% | -4.6% |
| All | -9.0% | -3.0% | -6.0% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling