+2,577.5%
MUU vs SUI
-5.1%
+2,582.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -6.4% |
| 7D | +13.9% | -3.1% | +17.0% | +5.9% |
| 30D | +24.8% | -2.3% | +27.1% | +17.4% |
| 3M | -15.7% | -2.8% | -12.9% | -14.3% |
| 6M | +338.9% | -12.4% | +351.2% | +314.3% |
| YTD | +563.2% | -3.3% | +566.5% | +581.2% |
| 1Y | +2,577.5% | -5.8% | +2,583.3% | +2,898.4% |
| All | +2,577.5% | -5.1% | +2,582.6% | +2,898.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling