+62.6%
TD vs SUI
+1.6%
+61.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.2% | -2.4% | +2.0% |
| 7D | +1.4% | +10.0% | -8.7% | +0.1% |
| 30D | +10.2% | +8.4% | +1.8% | +8.8% |
| 3M | +8.1% | +0.7% | +7.5% | +7.7% |
| 6M | +22.3% | -0.9% | +23.2% | +22.1% |
| YTD | +39.0% | +0.6% | +38.4% | +40.0% |
| 1Y | +62.6% | +0.8% | +61.9% | +63.9% |
| All | +62.6% | +1.6% | +61.0% | +63.9% |
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