+1,794.2%
MMM vs SUI
+4,037.5%
-2,243.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | -3.3% | -2.8% | -0.5% | -2.5% |
| 30D | -7.0% | -1.2% | -5.8% | -6.7% |
| 3M | +10.8% | -1.7% | +12.6% | +11.2% |
| 6M | +5.8% | -10.5% | +16.2% | +9.1% |
| YTD | +6.8% | -1.8% | +8.6% | +7.1% |
| 1Y | +10.4% | -4.1% | +14.5% | +11.4% |
| 3Y | +104.7% | +11.3% | +93.4% | +95.0% |
| 5Y | +23.6% | -32.1% | +55.7% | +34.6% |
| 10Y | +54.1% | +110.4% | -56.3% | +16.0% |
| All | +1,794.2% | +4,037.5% | -2,243.3% | +581.0% |
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