-30.7%
MUZ vs SUI
+2.0%
-32.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | +0.7% | +33.2% | +31.4% |
| 7D | +79.0% | +8.8% | +70.2% | +34.1% |
| 30D | +104.4% | +8.9% | +95.5% | +48.6% |
| 3M | +27.0% | +2.0% | +24.9% | +14.8% |
| All | -30.7% | +2.0% | -32.8% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling