+53.3%
TNA vs SUI
+117.1%
-63.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +8.4% |
| 7D | -0.5% | +3.4% | -3.9% | -4.9% |
| 30D | -0.7% | +4.6% | -5.3% | -7.7% |
| 3M | -21.5% | +1.6% | -23.1% | -24.5% |
| 6M | -11.2% | -3.5% | -7.8% | -11.3% |
| YTD | +27.0% | -1.0% | +28.0% | +22.2% |
| 1Y | +28.0% | -1.7% | +29.8% | +24.5% |
| 3Y | +142.9% | +18.4% | +124.6% | +79.2% |
| 5Y | -42.6% | -26.3% | -16.2% | -14.1% |
| 10Y | +53.3% | +123.3% | -70.1% | +12.6% |
| All | +53.3% | +117.1% | -63.9% | +12.6% |
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