+87.3%
MSFU vs SUI
-10.5%
+97.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.1% |
| 7D | -4.9% | -3.8% | -1.1% | -3.8% |
| 30D | -9.1% | +3.9% | -13.0% | -10.3% |
| 3M | +8.7% | +0.2% | +8.5% | +8.4% |
| 6M | +48.3% | -4.2% | +52.4% | +49.0% |
| YTD | -1.6% | -2.5% | +0.9% | -1.9% |
| 1Y | -13.6% | -4.0% | -9.6% | -13.4% |
| 3Y | +20.2% | +16.5% | +3.7% | +7.4% |
| All | +87.3% | -10.5% | +97.8% | +109.0% |
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