+502.3%
MKSI vs SUI
+102.6%
+399.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.4% | -1.9% |
| 7D | +4.9% | -4.1% | +9.0% | +6.9% |
| 30D | -11.0% | -3.2% | -7.8% | -9.8% |
| 3M | -17.1% | -8.4% | -8.7% | -14.9% |
| 6M | +16.4% | -14.4% | +30.8% | +23.3% |
| YTD | +64.3% | -5.5% | +69.8% | +65.0% |
| 1Y | +137.7% | -7.3% | +145.1% | +140.2% |
| 3Y | +189.1% | +9.9% | +179.2% | +156.4% |
| 5Y | +83.1% | -31.6% | +114.7% | +109.2% |
| All | +502.3% | +102.6% | +399.7% | +395.3% |
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