+216.3%
TGT vs SUI
+104.3%
+111.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | -0.6% | -3.1% | +2.5% | +0.4% |
| 30D | +9.5% | -2.3% | +11.8% | +10.3% |
| 3M | +32.3% | -2.8% | +35.1% | +33.3% |
| 6M | +37.0% | -12.4% | +49.4% | +42.8% |
| YTD | +71.0% | -3.3% | +74.3% | +72.3% |
| 1Y | +85.0% | -5.8% | +90.8% | +87.9% |
| 3Y | +46.8% | +12.5% | +34.3% | +38.2% |
| 5Y | -22.7% | -32.9% | +10.1% | -15.5% |
| 10Y | +216.3% | +104.4% | +111.9% | +190.9% |
| All | +216.3% | +104.3% | +111.9% | +190.9% |
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