+1,620.9%
MKC vs SUI
+4,109.4%
-2,488.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.9% | -3.0% |
| 7D | +2.3% | +6.2% | -3.9% | +0.9% |
| 30D | +8.1% | +8.6% | -0.5% | +6.1% |
| 3M | -6.4% | +1.0% | -7.4% | -6.6% |
| 6M | +1.8% | -2.6% | +4.4% | +2.4% |
| YTD | -26.9% | -0.1% | -26.8% | -26.9% |
| 1Y | -21.7% | +0.5% | -22.2% | -21.8% |
| 3Y | -18.7% | +15.3% | -34.0% | -21.9% |
| 5Y | -32.8% | -26.1% | -6.7% | -29.5% |
| 10Y | +27.0% | +117.8% | -90.9% | +5.0% |
| All | +1,620.9% | +4,109.4% | -2,488.6% | +794.0% |
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 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