+800.7%
MSCI vs SUI
+117.1%
+683.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | +2.7% | +3.4% | -0.8% | +1.0% |
| 30D | +16.2% | +4.6% | +11.6% | +13.6% |
| 3M | +17.1% | +1.6% | +15.5% | +15.8% |
| 6M | +13.0% | -3.5% | +16.5% | +14.5% |
| YTD | +15.8% | -1.0% | +16.8% | +15.2% |
| 1Y | +15.5% | -1.7% | +17.2% | +15.2% |
| 3Y | +32.3% | +18.4% | +14.0% | +15.5% |
| 5Y | +8.2% | -26.3% | +34.5% | +21.8% |
| 10Y | +800.7% | +123.3% | +677.4% | +541.8% |
| All | +800.7% | +117.1% | +683.6% | +541.8% |
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