+7,617.0%
TDY vs SUI
+1,732.1%
+5,884.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | +3.0% | -2.4% | +5.5% | +4.1% |
| 30D | +6.1% | +3.3% | +2.8% | +4.0% |
| 3M | -4.5% | +0.7% | -5.2% | -5.5% |
| 6M | +2.9% | -4.1% | +7.1% | +3.6% |
| YTD | +27.5% | -1.8% | +29.3% | +26.7% |
| 1Y | +26.5% | -4.1% | +30.5% | +26.9% |
| 3Y | +70.1% | +17.4% | +52.7% | +52.0% |
| 5Y | +46.8% | -27.0% | +73.8% | +59.8% |
| 10Y | +447.2% | +121.2% | +326.0% | +241.8% |
| All | +7,617.0% | +1,732.1% | +5,884.9% | +1,813.4% |
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