+604.5%
TDG vs SUI
+123.0%
+481.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.7% |
| 7D | +1.7% | -1.5% | +3.2% | +2.4% |
| 30D | +9.7% | +3.7% | +5.9% | +7.5% |
| 3M | -2.3% | -0.4% | -1.9% | -2.5% |
| 6M | +1.3% | -2.8% | +4.1% | +1.9% |
| YTD | -8.5% | -1.6% | -6.9% | -8.7% |
| 1Y | -8.1% | -2.1% | -6.1% | -8.2% |
| 3Y | +43.4% | +18.5% | +24.9% | +24.6% |
| 5Y | +127.8% | -26.5% | +154.3% | +156.0% |
| All | +604.5% | +123.0% | +481.5% | +426.7% |
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 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