+42.7%
MKSI vs SUI
+1.6%
+41.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +5.2% | -10.1% | -0.4% |
| 7D | -10.7% | +10.0% | -20.7% | -2.3% |
| 30D | -30.5% | +8.4% | -38.9% | -24.7% |
| 3M | -39.2% | +0.7% | -39.8% | -37.3% |
| 6M | -33.0% | -0.9% | -32.1% | -30.2% |
| YTD | +22.3% | +0.6% | +21.7% | +28.4% |
| 1Y | +42.7% | +0.8% | +41.9% | +49.7% |
| All | +42.7% | +1.6% | +41.0% | +49.7% |
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