+105.0%
TFC vs SUI
+110.1%
-5.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.4% | -2.8% | +5.3% | +3.8% |
| 30D | -1.3% | -1.2% | -0.1% | -0.9% |
| 3M | +6.1% | -1.7% | +7.8% | +6.7% |
| 6M | +7.3% | -10.5% | +17.8% | +12.7% |
| YTD | +8.2% | -1.8% | +10.0% | +8.6% |
| 1Y | +14.4% | -4.1% | +18.5% | +15.9% |
| 3Y | +93.7% | +11.3% | +82.5% | +78.7% |
| 5Y | +16.4% | -32.1% | +48.5% | +33.9% |
| All | +105.0% | +110.1% | -5.1% | +97.9% |
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