+1,732.2%
MKC vs SUI
+4,037.5%
-2,305.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -5.9% | -2.8% | -3.0% | -5.2% |
| 30D | -0.9% | -1.2% | +0.3% | -0.6% |
| 3M | +12.7% | -1.7% | +14.5% | +13.2% |
| 6M | -19.3% | -10.5% | -8.8% | -17.2% |
| YTD | -22.2% | -1.8% | -20.3% | -21.9% |
| 1Y | -23.3% | -4.1% | -19.3% | -22.7% |
| 3Y | -30.0% | +11.3% | -41.2% | -32.3% |
| 5Y | -33.8% | -32.1% | -1.7% | -29.2% |
| 10Y | +24.4% | +110.4% | -86.0% | +3.6% |
| All | +1,732.2% | +4,037.5% | -2,305.3% | +855.4% |
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