+32.7%
TNA vs SUI
+123.0%
-90.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -2.2% |
| 7D | +3.7% | -1.5% | +5.2% | +5.6% |
| 30D | +4.4% | +3.7% | +0.6% | -1.8% |
| 3M | -26.7% | -0.4% | -26.3% | -27.7% |
| 6M | -12.8% | -2.8% | -10.1% | -13.7% |
| YTD | +22.7% | -1.6% | +24.3% | +19.1% |
| 1Y | +35.7% | -2.1% | +37.7% | +32.4% |
| 3Y | +134.6% | +18.5% | +116.1% | +72.8% |
| 5Y | -46.0% | -26.5% | -19.5% | -18.9% |
| All | +32.7% | +123.0% | -90.3% | -1.5% |
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