-84.3%
TMF vs SUI
+118.9%
-203.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | +2.7% | +8.8% | -6.1% | +1.1% |
| 30D | +19.3% | +8.9% | +10.4% | +17.4% |
| 3M | -3.7% | +2.0% | -5.7% | -4.1% |
| 6M | -11.3% | -0.6% | -10.7% | -11.4% |
| YTD | -16.6% | +1.3% | -17.9% | -17.0% |
| 1Y | -21.1% | +1.3% | -22.4% | -21.5% |
| 3Y | -26.8% | +16.3% | -43.1% | -28.6% |
| 5Y | -88.0% | -25.1% | -63.0% | -88.4% |
| All | -84.3% | +118.9% | -203.2% | -90.1% |
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