+1,078.7%
T vs SUI
+4,037.5%
-2,958.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -1.3% | -2.8% | +1.6% | -0.5% |
| 30D | +11.4% | -1.2% | +12.5% | +11.7% |
| 3M | +14.3% | -1.7% | +16.0% | +14.8% |
| 6M | -9.3% | -10.5% | +1.2% | -6.7% |
| YTD | +7.1% | -1.8% | +8.9% | +7.4% |
| 1Y | -9.1% | -4.1% | -5.0% | -8.4% |
| 3Y | +105.3% | +11.3% | +94.1% | +96.5% |
| 5Y | +66.8% | -32.1% | +98.9% | +79.7% |
| 10Y | +66.8% | +110.4% | -43.7% | +29.7% |
| All | +1,078.7% | +4,037.5% | -2,958.8% | +344.8% |
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