+23.6%
MKC vs SUI
+120.9%
-97.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -7.3% | -3.8% | -3.5% | -5.9% |
| 30D | +4.0% | +3.9% | 0.0% | +2.6% |
| 3M | -11.5% | +0.2% | -11.7% | -11.5% |
| 6M | +1.1% | -4.2% | +5.2% | +2.6% |
| YTD | -29.9% | -2.5% | -27.4% | -29.4% |
| 1Y | -27.0% | -4.0% | -23.0% | -26.1% |
| 3Y | -22.3% | +16.5% | -38.9% | -27.4% |
| 5Y | -36.0% | -27.2% | -8.8% | -30.6% |
| All | +23.6% | +120.9% | -97.3% | -10.5% |
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