+88.5%
TFC vs SUI
+115.7%
-27.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.2% |
| 7D | +1.2% | +6.2% | -5.0% | -1.6% |
| 30D | +8.3% | +8.6% | -0.2% | +4.1% |
| 3M | -5.2% | +1.0% | -6.2% | -5.9% |
| 6M | -0.8% | -2.6% | +1.8% | 0.0% |
| YTD | +3.4% | -0.1% | +3.6% | +2.8% |
| 1Y | +17.0% | +0.5% | +16.5% | +15.8% |
| 3Y | +86.2% | +15.3% | +70.9% | +68.6% |
| 5Y | -2.3% | -26.1% | +23.9% | +8.0% |
| All | +88.5% | +115.7% | -27.2% | +81.3% |
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