+189.8%
MU vs SUI
-0.1%
+190.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +3.2% |
| 7D | -22.0% | +6.2% | -28.2% | -14.9% |
| 30D | -36.6% | +8.6% | -45.2% | -28.0% |
| 3M | -21.7% | +1.0% | -22.7% | -18.6% |
| 6M | +3.5% | -2.6% | +6.1% | +7.7% |
| YTD | +141.9% | -0.1% | +142.1% | +153.8% |
| 1Y | +189.8% | +0.5% | +189.4% | +198.8% |
| All | +189.8% | -0.1% | +190.0% | +198.8% |
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