-7.4%
T vs SUI
-3.0%
-4.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +2.0% | -2.4% | +4.4% | +2.7% |
| 30D | -1.0% | +3.3% | -4.4% | -1.9% |
| 3M | -8.1% | +0.7% | -8.8% | -8.2% |
| 6M | -8.3% | -4.1% | -4.1% | -7.5% |
| YTD | -6.1% | -1.8% | -4.3% | -5.9% |
| 1Y | -7.4% | -4.1% | -3.3% | -6.1% |
| All | -7.4% | -3.0% | -4.4% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling