+5,338.3%
TGT vs SUI
+4,110.5%
+1,227.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +4.7% | +3.0% | +1.7% | +3.6% |
| 30D | +8.0% | +5.6% | +2.4% | +5.7% |
| 3M | +11.7% | +0.9% | +10.8% | +11.1% |
| 6M | +34.7% | -2.6% | +37.3% | +35.6% |
| YTD | +74.4% | -0.1% | +74.5% | +73.6% |
| 1Y | +89.2% | -1.4% | +90.6% | +89.2% |
| 3Y | +73.4% | +19.8% | +53.6% | +58.4% |
| 5Y | -24.0% | -25.8% | +1.7% | -17.6% |
| 10Y | +225.5% | +118.1% | +107.4% | +121.5% |
| All | +5,338.3% | +4,110.5% | +1,227.8% | +1,212.9% |
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 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