-23.3%
MKC vs SUI
-2.0%
-21.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -5.9% | -2.8% | -3.0% | -4.5% |
| 30D | -0.9% | -1.2% | +0.3% | -0.4% |
| 3M | +12.7% | -1.7% | +14.5% | +13.4% |
| 6M | -19.3% | -10.5% | -8.8% | -15.1% |
| YTD | -22.2% | -1.8% | -20.3% | -22.1% |
| 1Y | -23.3% | -4.1% | -19.3% | -21.7% |
| All | -23.3% | -2.0% | -21.3% | -21.7% |
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 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