+7,930.8%
TD vs SUI
+2,346.2%
+5,584.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.2% |
| 7D | +0.3% | -2.8% | +3.1% | +1.3% |
| 30D | +0.4% | -1.2% | +1.6% | +0.7% |
| 3M | +7.6% | -1.7% | +9.4% | +7.9% |
| 6M | +25.0% | -10.5% | +35.5% | +29.5% |
| YTD | +31.0% | -1.8% | +32.8% | +31.2% |
| 1Y | +65.2% | -4.1% | +69.3% | +66.5% |
| 3Y | +122.5% | +11.3% | +111.2% | +107.6% |
| 5Y | +124.8% | -32.1% | +156.9% | +146.9% |
| 10Y | +298.2% | +110.4% | +187.8% | +174.8% |
| All | +7,930.8% | +2,346.2% | +5,584.6% | +1,798.7% |
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