-65.4%
TEAM vs SUI
-26.4%
-39.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.5% | -2.0% |
| 7D | -2.4% | -1.5% | -0.9% | -1.6% |
| 30D | -26.7% | +3.7% | -30.5% | -28.5% |
| 3M | -9.6% | -0.4% | -9.2% | -10.0% |
| 6M | +86.0% | -2.8% | +88.8% | +87.2% |
| YTD | -7.5% | -1.6% | -5.9% | -8.8% |
| 1Y | -1.4% | -2.1% | +0.7% | -2.6% |
| 3Y | -14.3% | +18.5% | -32.8% | -31.9% |
| All | -65.4% | -26.4% | -39.0% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling