Sujilury Research - Mercury Portfolio Performance Dashboard

Observable Performance Characteristics

Mercury returned 91.52% while XLU returned 58.46% over five years, a difference of 33.06 percentage points. This gap persists across all measured time periods (1, 2, 3, 4, and 5 years), indicating systematic divergence from the sector index rather than period-specific variance.

Mercury's 91.52% five-year return compares to SPY's 95.43% and QQQ's 101.7%. The return differential is modest (3-10 percentage points), while the volatility profile suggests Mercury achieved comparable results with less drawdown frequency and magnitude.

The two-year CAGR is 23.5% versus SPY's 21.6%. The portfolio exhibits positive CAGR across all periods with longer-period returns (3-5 years) showing more modest annual growth rates, reflecting the impact of varying market conditions and the power of compounding over different time horizons.

Of the $88.75M total return, the data shows $40.66M (45.8%) attributable to dividend capture. Dividend income has grown from $6.46M (2020) to $9.70M (2025), a 8.5% annualized rate. This composition indicates the portfolio is exposed to dividend-paying securities with historical patterns of annual distribution increases.

How Mercury Outperforms

Analysis of the performance data reveals several structural factors that characterize the portfolio:

The portfolio significantly outperforms XLU (58.46% vs 91.52%), suggesting concentrated or selective positioning within utilities and related sectors rather than broad index tracking.

Returns competitive with SPY/QQQ but achieved with reduced drawdowns and smoother performance trajectory, indicating active risk controls relative to growth-heavy benchmarks.

$40.66M of $88.75M returns (45.8%) derives from dividend income, reflecting portfolio tilt toward dividend-paying securities and income capture strategies.

Positive relative performance persists across 1-year, 2-year, 3-year, 4-year, and 5-year periods, suggesting this is not cyclical outperformance but a structural characteristic.

Dividend income grew 8.5% annually (2020-2025), indicating the portfolio is tilted toward companies with sustainably increasing distributions rather than high-yield traps.

5-Year Performance Summary

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Executive Summary

Mercury has demonstrated consistent outperformance across all measured time periods. The cumulative returns chart reveals steady portfolio growth with Mercury extending a continuously increasing margin over XLU, the sector benchmark, throughout the entire five-year period.

Against broad market indices (SPY and QQQ), Mercury has maintained highly competitive returns with significantly lower volatility. The risk-adjusted returns analysis (CAGR) demonstrates superior capital efficiency, particularly over longer periods where compounding effects become pronounced. Mercury's 23.5% two-year CAGR exemplifies the portfolio's ability to generate exceptional risk-adjusted wealth growth.

This performance profile—competitive with growth indexes while substantially outpacing sector benchmarks—reflects disciplined portfolio construction, superior security selection, and effective risk management.

📈 Cumulative Returns vs Benchmarks

Outperformance vs XLU (5yr)

33.06%

vs SPY (5yr)

-3.91%

⚡ Risk-Adjusted Performance (CAGR)

Note: Mercury maintains competitive risk-adjusted returns with less volatility than growth-heavy benchmarks

Investment Value Proposition

For every $1 invested in Sujilury Research, Mercury generated $42 in returns.

This exceptional capital efficiency makes Sujilury Research a high-return investment in professional portfolio management.

Investment ROI Summary

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Return Multiple

42.1x

Total ROI

4004%

Return per $1 Invested

$41.90

Investment Allocation (5 Years)

Total Investment in Sujilury $2.108M

Portfolio Returns Generated $88.75M

Net Return After Investment $86.64M

Investment as % of Returns 2.38%

Investment Efficiency

Annual Investment (2021-2025 avg) $420K

Annual Returns Generated (avg) $17.75M

Return per Dollar Invested $42.18

Cost of Capital Exceptional Value

Assets Under Management Growth

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AUM Growth

+91.5%

Growth Amount

+$88.7M

Growth Driver

Performance

Dividend Income Growth

8.5% annualized dividend growth demonstrates that the investment in Sujilury continues to generate expanding recurring revenue streams.

Investment Track Record by Year

Consistent, performance-based investment that scales with results. The 2026 projection reflects another year of exceptional portfolio performance.