+674.5%
MSI vs SUI
+118.5%
+556.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +8.3% | +3.0% | +5.3% | +7.2% |
| 30D | +18.9% | +5.6% | +13.3% | +16.5% |
| 3M | +13.2% | +0.9% | +12.3% | +12.6% |
| 6M | +38.3% | -2.6% | +40.9% | +39.0% |
| YTD | +38.9% | -0.1% | +39.0% | +38.2% |
| 1Y | +36.7% | -1.4% | +38.1% | +36.6% |
| 3Y | +76.6% | +19.8% | +56.8% | +60.1% |
| 5Y | +124.5% | -25.8% | +150.2% | +142.9% |
| 10Y | +674.5% | +118.1% | +556.4% | +536.2% |
| All | +674.5% | +118.5% | +556.0% | +536.2% |
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