+103.9%
MSFU vs SUI
-8.2%
+112.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.4% | +5.4% |
| 7D | +14.6% | +3.0% | +11.6% | +13.6% |
| 30D | +2.1% | +5.6% | -3.4% | +0.2% |
| 3M | +14.7% | +0.9% | +13.7% | +14.1% |
| 6M | +55.7% | -2.6% | +58.3% | +55.7% |
| YTD | +7.1% | -0.1% | +7.2% | +5.9% |
| 1Y | -0.5% | -1.4% | +0.9% | -1.2% |
| 3Y | +35.7% | +19.8% | +16.0% | +20.2% |
| All | +103.9% | -8.2% | +112.1% | +125.8% |
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