+680.9%
TLN vs SUI
+7.5%
+673.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | +9.1% | +3.0% | +6.0% | +9.7% |
| 30D | -4.1% | +5.6% | -9.6% | -3.1% |
| 3M | +4.4% | +0.9% | +3.5% | +5.1% |
| 6M | -6.0% | -2.6% | -3.4% | -5.5% |
| YTD | -3.1% | -0.1% | -3.0% | -2.4% |
| 1Y | -6.1% | -1.4% | -4.6% | -5.4% |
| 3Y | +575.3% | +19.8% | +555.6% | +579.2% |
| All | +680.9% | +7.5% | +673.4% | +690.2% |
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