+54.1%
T vs SUI
+118.5%
-64.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.7% | +3.0% | -1.3% | +0.8% |
| 30D | -1.7% | +5.6% | -7.3% | -3.3% |
| 3M | -7.3% | +0.9% | -8.2% | -7.7% |
| 6M | -11.2% | -2.6% | -8.6% | -10.7% |
| YTD | -8.1% | -0.1% | -7.9% | -8.4% |
| 1Y | -8.0% | -1.4% | -6.6% | -8.1% |
| 3Y | +62.1% | +19.8% | +42.4% | +50.8% |
| 5Y | +55.7% | -25.8% | +81.5% | +65.0% |
| 10Y | +54.1% | +118.1% | -64.0% | +21.2% |
| All | +54.1% | +118.5% | -64.4% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling