+1,348.5%
SU vs TRI
+499.2%
+849.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.6% |
| 7D | +1.7% | -14.4% | +16.0% | +10.3% |
| 30D | +9.6% | -8.1% | +17.7% | +13.8% |
| 3M | +11.7% | +17.5% | -5.8% | -1.9% |
| 6M | +21.9% | -5.0% | +26.9% | +18.4% |
| YTD | +58.6% | -24.7% | +83.3% | +71.6% |
| 1Y | +66.5% | -41.5% | +108.0% | +109.4% |
| 3Y | +121.4% | -20.3% | +141.8% | +116.9% |
| 5Y | +355.7% | -10.9% | +366.6% | +301.6% |
| 10Y | +264.2% | +190.6% | +73.6% | +36.0% |
| All | +1,348.5% | +499.2% | +849.2% | +212.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling