+5,290.4%
TGT vs SUI
+4,037.5%
+1,252.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +0.8% | -2.8% | +3.6% | +1.9% |
| 30D | +12.2% | -1.2% | +13.4% | +12.6% |
| 3M | +33.8% | -1.7% | +35.5% | +34.4% |
| 6M | +39.3% | -10.5% | +49.8% | +44.7% |
| YTD | +72.9% | -1.8% | +74.7% | +73.3% |
| 1Y | +84.6% | -4.1% | +88.6% | +86.4% |
| 3Y | +46.2% | +11.3% | +35.0% | +37.1% |
| 5Y | -21.3% | -32.1% | +10.8% | -11.9% |
| 10Y | +213.5% | +110.4% | +103.1% | +116.0% |
| All | +5,290.4% | +4,037.5% | +1,252.9% | +1,210.8% |
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