+852.0%
MOD vs SUI
+118.9%
+733.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.7% | -8.0% | -7.5% |
| 7D | -34.2% | +8.8% | -42.9% | -36.5% |
| 30D | -51.9% | +8.9% | -60.8% | -53.9% |
| 3M | -53.0% | +2.0% | -55.1% | -54.0% |
| 6M | -66.4% | -0.6% | -65.7% | -67.1% |
| YTD | -31.5% | +1.3% | -32.9% | -33.8% |
| 1Y | -39.6% | +1.3% | -40.8% | -41.4% |
| 3Y | +116.8% | +16.3% | +100.5% | +93.1% |
| 5Y | +713.8% | -25.1% | +738.9% | +766.2% |
| All | +852.0% | +118.9% | +733.0% | +950.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling