+171.1%
MDY vs SUI
+104.3%
+66.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | +1.0% | -3.1% | +4.2% | +2.4% |
| 30D | -3.1% | -2.3% | -0.8% | -2.3% |
| 3M | +1.8% | -2.8% | +4.7% | +2.6% |
| 6M | +10.8% | -12.4% | +23.2% | +16.6% |
| YTD | +14.4% | -3.3% | +17.7% | +15.1% |
| 1Y | +15.2% | -5.8% | +21.0% | +17.0% |
| 3Y | +51.2% | +12.5% | +38.7% | +38.1% |
| 5Y | +47.2% | -32.9% | +80.1% | +69.1% |
| 10Y | +171.1% | +104.4% | +66.7% | +116.8% |
| All | +171.1% | +104.3% | +66.8% | +116.8% |
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