+5,092.8%
TGT vs SUI
+4,109.4%
+983.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.8% |
| 7D | +2.6% | +6.2% | -3.6% | +0.3% |
| 30D | +5.0% | +8.6% | -3.6% | +1.7% |
| 3M | +8.5% | +1.0% | +7.5% | +8.0% |
| 6M | +23.8% | -2.6% | +26.4% | +24.6% |
| YTD | +66.5% | -0.1% | +66.7% | +65.8% |
| 1Y | +84.9% | +0.5% | +84.4% | +83.6% |
| 3Y | +59.2% | +15.3% | +44.0% | +47.6% |
| 5Y | -27.2% | -26.1% | -1.1% | -20.9% |
| 10Y | +221.5% | +117.8% | +103.6% | +118.8% |
| All | +5,092.8% | +4,109.4% | +983.3% | +1,153.7% |
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