+535.6%
TDG vs SUI
+104.7%
+430.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.0% |
| 7D | -2.4% | -4.3% | +1.9% | -0.3% |
| 30D | -8.0% | -2.1% | -5.9% | -7.1% |
| 3M | -10.5% | -6.1% | -4.4% | -8.1% |
| 6M | -11.9% | -12.8% | +0.8% | -6.2% |
| YTD | -15.4% | -4.6% | -10.7% | -14.0% |
| 1Y | -14.2% | -7.7% | -6.5% | -11.6% |
| 3Y | +51.0% | +10.9% | +40.1% | +35.8% |
| 5Y | +126.5% | -32.4% | +158.9% | +166.9% |
| 10Y | +535.6% | +105.7% | +429.9% | +382.6% |
| All | +535.6% | +104.7% | +430.8% | +382.6% |
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