-22.0%
MKC vs SUI
-1.1%
-20.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.9% | -2.5% |
| 7D | +2.3% | +6.2% | -3.9% | -0.9% |
| 30D | +8.1% | +8.6% | -0.5% | +3.7% |
| 3M | -6.4% | +1.0% | -7.4% | -7.3% |
| 6M | +1.8% | -2.6% | +4.4% | +2.1% |
| YTD | -26.9% | -0.1% | -26.8% | -27.7% |
| All | -22.0% | -1.1% | -20.9% | -23.0% |
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