+1,604.6%
MOD vs SUI
+110.1%
+1,494.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +9.6% | -2.8% | +12.4% | +10.8% |
| 30D | 0.0% | -1.2% | +1.2% | +0.4% |
| 3M | -35.4% | -1.7% | -33.6% | -35.8% |
| 6M | -7.3% | -10.5% | +3.2% | -4.4% |
| YTD | +45.8% | -1.8% | +47.6% | +44.4% |
| 1Y | +43.1% | -4.1% | +47.2% | +42.9% |
| 3Y | +297.7% | +11.3% | +286.4% | +263.9% |
| 5Y | +1,478.8% | -32.1% | +1,510.9% | +1,667.4% |
| All | +1,604.6% | +110.1% | +1,494.5% | +1,681.4% |
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 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