+581.7%
TLN vs SUI
+5.7%
+576.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.7% |
| 7D | +7.1% | -2.8% | +9.9% | +6.8% |
| 30D | -3.9% | -1.2% | -2.7% | -4.0% |
| 3M | -16.2% | -1.7% | -14.4% | -16.2% |
| 6M | -5.8% | -10.5% | +4.7% | -6.3% |
| YTD | -15.4% | -1.8% | -13.6% | -15.4% |
| 1Y | -16.7% | -4.1% | -12.6% | -16.7% |
| 3Y | +473.8% | +11.3% | +462.5% | +475.3% |
| All | +581.7% | +5.7% | +576.1% | +584.8% |
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