+9,952.8%
MO vs SUI
+4,037.5%
+5,915.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +0.3% | -2.8% | +3.2% | +0.9% |
| 30D | +0.6% | -1.2% | +1.8% | +0.9% |
| 3M | -1.0% | -1.7% | +0.8% | -0.6% |
| 6M | +4.3% | -10.5% | +14.8% | +6.7% |
| YTD | +23.3% | -1.8% | +25.1% | +23.6% |
| 1Y | +10.5% | -4.1% | +14.5% | +11.1% |
| 3Y | +96.3% | +11.3% | +85.0% | +89.7% |
| 5Y | +98.9% | -32.1% | +131.0% | +109.8% |
| 10Y | +103.6% | +110.4% | -6.8% | +70.0% |
| All | +9,952.8% | +4,037.5% | +5,915.3% | +5,156.4% |
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