+4.6%
MKTX vs SUI
+102.6%
-98.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | -0.2% | -4.1% | +4.0% | +1.4% |
| 30D | +0.8% | -3.2% | +4.0% | +2.0% |
| 3M | +41.1% | -8.4% | +49.5% | +45.3% |
| 6M | -9.5% | -14.4% | +4.8% | -4.5% |
| YTD | -8.7% | -5.5% | -3.1% | -7.4% |
| 1Y | -10.0% | -7.3% | -2.6% | -8.1% |
| 3Y | -24.6% | +9.9% | -34.5% | -29.9% |
| 5Y | -60.3% | -31.6% | -28.7% | -55.7% |
| All | +4.6% | +102.6% | -98.0% | -6.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling