+3,971.9%
MU vs SUI
+115.7%
+3,856.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.5% |
| 7D | -22.0% | +6.2% | -28.2% | -23.4% |
| 30D | -36.6% | +8.6% | -45.2% | -38.3% |
| 3M | -21.7% | +1.0% | -22.7% | -22.4% |
| 6M | +3.5% | -2.6% | +6.1% | +2.4% |
| YTD | +141.9% | -0.1% | +142.1% | +136.1% |
| 1Y | +189.8% | +0.5% | +189.4% | +182.0% |
| 3Y | +855.4% | +15.3% | +840.1% | +751.5% |
| 5Y | +869.2% | -26.1% | +895.3% | +936.1% |
| All | +3,971.9% | +115.7% | +3,856.2% | +3,149.5% |
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