+186.6%
MU vs SUI
-2.0%
+188.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -2.3% |
| 7D | -15.2% | +3.4% | -18.6% | -10.9% |
| 30D | -29.5% | +4.6% | -34.1% | -23.7% |
| 3M | -15.8% | +1.6% | -17.4% | -11.6% |
| 6M | -2.9% | -3.5% | +0.6% | -0.1% |
| YTD | +154.2% | -1.0% | +155.2% | +162.4% |
| 1Y | +186.6% | -1.7% | +188.3% | +197.7% |
| All | +186.6% | -2.0% | +188.6% | +197.7% |
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