+216.4%
MKSI vs SUI
+18.2%
+198.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -2.6% |
| 7D | +12.2% | -1.5% | +13.6% | +12.1% |
| 30D | -8.0% | +3.7% | -11.8% | -8.0% |
| 3M | -29.5% | -0.4% | -29.1% | -29.3% |
| 6M | -31.9% | -2.8% | -29.2% | -31.9% |
| YTD | +35.3% | -1.6% | +36.9% | +34.7% |
| 1Y | +50.3% | -2.1% | +52.3% | +49.8% |
| 3Y | +216.4% | +18.5% | +197.9% | +162.2% |
| All | +216.4% | +18.2% | +198.2% | +162.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling