+1,045.9%
MKTX vs SUI
+952.1%
+93.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.6% |
| 7D | +0.3% | -2.4% | +2.7% | +1.6% |
| 30D | +0.9% | +3.3% | -2.4% | -1.3% |
| 3M | +2.7% | +0.7% | +2.0% | +1.6% |
| 6M | +15.6% | -4.1% | +19.7% | +16.8% |
| YTD | -7.0% | -1.8% | -5.2% | -7.6% |
| 1Y | -1.2% | -4.1% | +2.8% | -0.8% |
| 3Y | -22.2% | +17.4% | -39.6% | -32.7% |
| 5Y | -53.7% | -27.0% | -26.7% | -48.8% |
| 10Y | +13.0% | +121.2% | -108.2% | -41.1% |
| All | +1,045.9% | +952.1% | +93.8% | +62.7% |
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 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