+1,599.1%
TFC vs SUI
+4,037.5%
-2,438.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +2.4% | -2.8% | +5.3% | +4.0% |
| 30D | -1.3% | -1.2% | -0.1% | -0.8% |
| 3M | +6.1% | -1.7% | +7.8% | +6.7% |
| 6M | +7.3% | -10.5% | +17.8% | +13.3% |
| YTD | +8.2% | -1.8% | +10.0% | +8.6% |
| 1Y | +14.4% | -4.1% | +18.5% | +16.0% |
| 3Y | +93.7% | +11.3% | +82.5% | +77.1% |
| 5Y | +16.4% | -32.1% | +48.5% | +35.0% |
| 10Y | +101.6% | +110.4% | -8.9% | +21.7% |
| All | +1,599.1% | +4,037.5% | -2,438.4% | +188.4% |
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