+27.7%
MTB vs SUI
+1.6%
+26.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.2% | -4.0% | -0.1% |
| 7D | +2.0% | +10.0% | -8.0% | -0.4% |
| 30D | +2.9% | +8.4% | -5.5% | +0.7% |
| 3M | -10.7% | +0.7% | -11.3% | -11.0% |
| 6M | +6.3% | -0.9% | +7.3% | +6.2% |
| YTD | +13.8% | +0.6% | +13.1% | +13.4% |
| 1Y | +27.7% | +0.8% | +27.0% | +26.8% |
| All | +27.7% | +1.6% | +26.1% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling