+13,899.9%
TDG vs SUI
+959.4%
+12,940.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +1.4% | +3.4% | -2.0% | 0.0% |
| 30D | +10.6% | +4.6% | +6.0% | +8.4% |
| 3M | +0.2% | +1.6% | -1.4% | -0.8% |
| 6M | +0.9% | -3.5% | +4.3% | +1.7% |
| YTD | -7.8% | -1.0% | -6.8% | -8.2% |
| 1Y | -4.9% | -1.7% | -3.2% | -5.1% |
| 3Y | +44.5% | +18.4% | +26.1% | +29.9% |
| 5Y | +117.7% | -26.3% | +144.1% | +136.1% |
| 10Y | +565.8% | +123.3% | +442.5% | +362.3% |
| All | +13,899.9% | +959.4% | +12,940.5% | +4,750.6% |
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 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