+2,161.7%
MKSI vs SUI
+1,802.7%
+359.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +1.8% | -2.8% | +4.6% | +3.2% |
| 30D | -16.8% | -1.2% | -15.6% | -16.4% |
| 3M | -21.1% | -1.7% | -19.4% | -21.8% |
| 6M | +10.8% | -10.5% | +21.3% | +15.1% |
| YTD | +63.3% | -1.8% | +65.2% | +61.2% |
| 1Y | +157.0% | -4.1% | +161.1% | +155.6% |
| 3Y | +163.7% | +11.3% | +152.5% | +135.0% |
| 5Y | +82.0% | -32.1% | +114.1% | +108.6% |
| 10Y | +467.2% | +110.4% | +356.8% | +249.7% |
| All | +2,161.7% | +1,802.7% | +359.0% | +371.2% |
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 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