+85.8%
MSFU vs SUI
-9.8%
+95.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -3.9% | -4.5% |
| 7D | -12.7% | -2.4% | -10.2% | -12.0% |
| 30D | -9.0% | +3.3% | -12.3% | -10.1% |
| 3M | +2.9% | +0.7% | +2.3% | +2.6% |
| 6M | +43.5% | -4.1% | +47.7% | +44.3% |
| YTD | -2.4% | -1.8% | -0.6% | -2.9% |
| 1Y | -13.5% | -4.1% | -9.4% | -13.3% |
| 3Y | +19.2% | +17.4% | +1.8% | +6.3% |
| All | +85.8% | -9.8% | +95.6% | +106.8% |
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