+822.0%
MU vs SUI
-25.7%
+847.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +0.7% | -18.2% | -17.5% |
| 7D | -29.7% | +8.8% | -38.5% | -30.2% |
| 30D | -37.2% | +8.9% | -46.1% | -37.7% |
| 3M | -26.5% | +2.0% | -28.5% | -26.6% |
| 6M | +2.6% | -0.6% | +3.2% | +2.1% |
| YTD | +130.1% | +1.3% | +128.8% | +127.2% |
| 1Y | +176.7% | +1.3% | +175.4% | +173.0% |
| 3Y | +813.1% | +16.3% | +796.8% | +730.2% |
| 5Y | +822.0% | -25.1% | +847.0% | +992.8% |
| All | +822.0% | -25.7% | +847.6% | +992.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling