+2,677.7%
MDY vs SUI
+3,344.7%
-667.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | +0.1% | -2.8% | +3.0% | +1.4% |
| 30D | -1.5% | -1.2% | -0.3% | -1.1% |
| 3M | +0.8% | -1.7% | +2.5% | +1.1% |
| 6M | +7.4% | -10.5% | +17.9% | +12.0% |
| YTD | +15.2% | -1.8% | +17.0% | +15.2% |
| 1Y | +16.5% | -4.1% | +20.6% | +17.5% |
| 3Y | +46.8% | +11.3% | +35.5% | +35.6% |
| 5Y | +46.0% | -32.1% | +78.1% | +65.1% |
| 10Y | +172.1% | +110.4% | +61.6% | +81.7% |
| All | +2,677.7% | +3,344.7% | -667.1% | +572.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling