+80.3%
TGT vs SUI
-6.7%
+87.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.8% |
| 7D | -3.6% | -4.3% | +0.7% | -2.3% |
| 30D | +4.4% | -2.1% | +6.5% | +5.0% |
| 3M | +25.4% | -6.1% | +31.5% | +27.7% |
| 6M | +33.4% | -12.8% | +46.1% | +39.5% |
| YTD | +65.6% | -4.6% | +70.2% | +66.7% |
| 1Y | +80.3% | -7.7% | +88.0% | +83.0% |
| All | +80.3% | -6.7% | +87.0% | +83.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling