+300.7%
TD vs SUI
+115.7%
+185.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.1% |
| 7D | -1.7% | +6.2% | -7.9% | -3.5% |
| 30D | +8.2% | +8.6% | -0.3% | +5.4% |
| 3M | +1.7% | +1.0% | +0.7% | +1.1% |
| 6M | +14.2% | -2.6% | +16.8% | +14.6% |
| YTD | +32.8% | -0.1% | +32.9% | +31.9% |
| 1Y | +55.5% | +0.5% | +55.0% | +54.1% |
| 3Y | +129.6% | +15.3% | +114.4% | +113.1% |
| 5Y | +102.2% | -26.1% | +128.3% | +115.8% |
| All | +300.7% | +115.7% | +185.0% | +230.9% |
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 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