+13,174.6%
TDG vs SUI
+950.5%
+12,224.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -2.0% | -2.8% | +0.8% | -0.9% |
| 30D | -7.4% | -1.2% | -6.2% | -7.0% |
| 3M | -5.4% | -1.7% | -3.6% | -5.0% |
| 6M | -11.6% | -10.5% | -1.2% | -7.8% |
| YTD | -12.6% | -1.8% | -10.8% | -12.4% |
| 1Y | -9.3% | -4.1% | -5.3% | -8.5% |
| 3Y | +49.2% | +11.3% | +37.9% | +37.6% |
| 5Y | +132.1% | -32.1% | +164.3% | +160.9% |
| 10Y | +544.8% | +110.4% | +434.4% | +358.8% |
| All | +13,174.6% | +950.5% | +12,224.1% | +4,527.9% |
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 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