+1,027.2%
MKTX vs SUI
+951.8%
+75.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | +0.4% | -2.8% | +3.2% | +2.0% |
| 30D | +1.1% | -1.2% | +2.3% | +1.6% |
| 3M | +36.1% | -1.7% | +37.8% | +36.6% |
| 6M | -12.9% | -10.5% | -2.4% | -8.1% |
| YTD | -8.5% | -1.8% | -6.7% | -8.6% |
| 1Y | -7.5% | -4.1% | -3.5% | -6.7% |
| 3Y | -28.3% | +11.3% | -39.6% | -35.9% |
| 5Y | -63.3% | -32.1% | -31.2% | -57.4% |
| 10Y | +4.5% | +110.4% | -105.9% | -43.7% |
| All | +1,027.2% | +951.8% | +75.4% | +61.0% |
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