+96.9%
MTB vs SUI
+15.1%
+81.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.5% |
| 7D | -1.3% | +6.2% | -7.6% | -3.2% |
| 30D | +0.5% | +8.6% | -8.1% | -2.2% |
| 3M | -12.4% | +1.0% | -13.4% | -12.9% |
| 6M | +1.5% | -2.6% | +4.1% | +2.0% |
| YTD | +10.3% | -0.1% | +10.4% | +9.7% |
| 1Y | +22.2% | +0.5% | +21.7% | +21.2% |
| 3Y | +96.9% | +15.3% | +81.7% | +76.1% |
| All | +96.9% | +15.1% | +81.8% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling