+165.3%
MDY vs SUI
+118.5%
+46.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | -1.7% | +6.2% | -7.9% | -4.2% |
| 30D | -0.9% | +8.6% | -9.5% | -4.6% |
| 3M | -5.7% | +1.0% | -6.7% | -6.6% |
| 6M | -2.9% | -2.6% | -0.3% | -2.7% |
| YTD | +9.8% | -0.1% | +10.0% | +8.6% |
| 1Y | +13.5% | +0.5% | +13.0% | +11.9% |
| 3Y | +51.9% | +15.3% | +36.7% | +37.2% |
| 5Y | +32.0% | -26.1% | +58.2% | +44.9% |
| All | +165.3% | +118.5% | +46.8% | +109.3% |
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