+628.3%
TLN vs SUI
+7.5%
+620.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.5% | +8.5% | +6.8% |
| 7D | -1.3% | +6.2% | -7.5% | -0.2% |
| 30D | -10.5% | +8.6% | -19.1% | -9.3% |
| 3M | +0.1% | +1.0% | -0.9% | +0.8% |
| 6M | -17.4% | -2.6% | -14.8% | -17.0% |
| YTD | -9.7% | -0.1% | -9.5% | -9.0% |
| 1Y | -12.3% | +0.5% | -12.7% | -11.6% |
| 3Y | +528.3% | +15.3% | +513.0% | +532.6% |
| All | +628.3% | +7.5% | +620.8% | +636.8% |
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 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