+125.0%
SU vs TRI
-18.9%
+144.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.2% |
| 7D | +2.2% | -7.9% | +10.1% | +2.6% |
| 30D | +8.4% | -4.5% | +12.9% | +8.6% |
| 3M | +12.1% | +22.1% | -10.0% | +10.6% |
| 6M | +19.7% | -2.8% | +22.4% | +19.2% |
| YTD | +58.4% | -23.4% | +81.8% | +61.4% |
| 1Y | +67.2% | -41.5% | +108.8% | +77.3% |
| 3Y | +125.0% | -19.2% | +144.2% | +113.9% |
| All | +125.0% | -18.9% | +144.0% | +113.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling