+86.2%
SU vs MAS
+40.8%
+45.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.6% | -10.2% | -3.0% |
| 7D | -7.1% | +14.2% | -21.3% | -3.8% |
| 30D | +4.8% | +26.8% | -22.1% | +11.3% |
| 3M | +12.5% | +13.1% | -0.6% | +16.5% |
| 6M | +6.5% | +27.9% | -21.5% | +13.2% |
| YTD | +65.8% | +38.7% | +27.1% | +75.6% |
| 1Y | +86.2% | +40.4% | +45.8% | +97.4% |
| All | +86.2% | +40.8% | +45.4% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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 · 6 months rolling