+460.3%
TDY vs SUI
+102.6%
+357.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -1.9% | -4.1% | +2.2% | -0.3% |
| 30D | -12.5% | -3.2% | -9.4% | -11.5% |
| 3M | -0.8% | -8.4% | +7.6% | +2.2% |
| 6M | -9.0% | -14.4% | +5.4% | -3.7% |
| YTD | +16.8% | -5.5% | +22.3% | +18.6% |
| 1Y | +9.5% | -7.3% | +16.8% | +11.9% |
| 3Y | +45.4% | +9.9% | +35.5% | +35.1% |
| 5Y | +37.8% | -31.6% | +69.4% | +55.5% |
| All | +460.3% | +102.6% | +357.7% | +393.2% |
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