+86.2%
SU vs TRI
-22.4%
+108.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.4% | -10.9% | -4.4% |
| 7D | -7.1% | +1.0% | -8.1% | -7.0% |
| 30D | +4.8% | +20.8% | -16.0% | +5.0% |
| 3M | +12.5% | +8.1% | +4.4% | +12.6% |
| 6M | +6.5% | +24.2% | -17.7% | +6.4% |
| YTD | +65.8% | -7.8% | +73.6% | +56.6% |
| 1Y | +86.2% | -16.7% | +102.8% | +72.4% |
| All | +86.2% | -22.4% | +108.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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