+1,272.2%
MUU vs SUI
+3.0%
+1,269.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.9% | -6.2% | -4.4% |
| 7D | +24.7% | -1.5% | +26.2% | +23.3% |
| 30D | -35.1% | +3.7% | -38.9% | -31.4% |
| 3M | -44.3% | -0.4% | -43.9% | -42.0% |
| 6M | -44.4% | -2.8% | -41.7% | -41.9% |
| YTD | +244.9% | -1.6% | +246.5% | +256.7% |
| 1Y | +365.6% | -2.1% | +367.7% | +382.4% |
| All | +1,272.2% | +3.0% | +1,269.2% | +1,246.5% |
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