+17,228.8%
MU vs SUI
+4,142.3%
+13,086.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.2% | -12.2% | -9.4% |
| 7D | -19.1% | +10.0% | -29.2% | -23.1% |
| 30D | -25.2% | +8.4% | -33.7% | -28.9% |
| 3M | -10.9% | +0.7% | -11.6% | -12.4% |
| 6M | +38.0% | -0.9% | +38.9% | +33.8% |
| YTD | +178.8% | +0.6% | +178.2% | +166.4% |
| 1Y | +265.1% | +0.8% | +264.4% | +248.2% |
| 3Y | +1,006.2% | +15.5% | +990.8% | +838.2% |
| 5Y | +1,027.5% | -25.9% | +1,053.3% | +1,084.0% |
| 10Y | +4,789.9% | +119.5% | +4,670.3% | +2,544.7% |
| All | +17,228.8% | +4,142.3% | +13,086.5% | +2,520.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling