-37.5%
MUZ vs SUI
+0.5%
-38.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.5% | -8.4% | -4.4% |
| 7D | +45.8% | +6.2% | +39.6% | +19.5% |
| 30D | +99.8% | +8.6% | +91.3% | +46.4% |
| 3M | +12.0% | +1.0% | +11.0% | +4.3% |
| All | -37.5% | +0.5% | -38.1% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling