+912.8%
T vs SUI
+4,171.7%
-3,258.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +4.3% | +8.8% | -4.5% | +2.0% |
| 30D | -9.7% | +8.9% | -18.6% | -11.8% |
| 3M | -4.3% | +2.0% | -6.3% | -5.0% |
| 6M | -13.7% | -0.6% | -13.0% | -13.7% |
| YTD | -8.0% | +1.3% | -9.3% | -8.7% |
| 1Y | -6.9% | +1.3% | -8.2% | -7.6% |
| 3Y | +59.7% | +16.3% | +43.4% | +51.0% |
| 5Y | +53.4% | -25.1% | +78.5% | +60.9% |
| 10Y | +58.2% | +121.1% | -62.8% | +21.4% |
| All | +912.8% | +4,171.7% | -3,258.9% | +278.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling