+160.8%
MMM vs SUI
+16.8%
+143.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.4% |
| 7D | +5.9% | +8.8% | -2.9% | +3.1% |
| 30D | +14.7% | +8.9% | +5.8% | +11.6% |
| 3M | +3.6% | +2.0% | +1.5% | +2.7% |
| 6M | +32.7% | -0.6% | +33.4% | +32.5% |
| YTD | +18.9% | +1.3% | +17.6% | +18.0% |
| 1Y | +16.4% | +1.3% | +15.1% | +15.5% |
| All | +160.8% | +16.8% | +143.9% | +144.3% |
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