+87.5%
TNA vs SUI
+104.7%
-17.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -2.5% |
| 7D | -3.6% | -4.3% | +0.7% | +1.7% |
| 30D | -10.1% | -2.1% | -7.9% | -7.9% |
| 3M | +2.7% | -6.1% | +8.8% | +8.5% |
| 6M | +38.4% | -12.8% | +51.2% | +60.1% |
| YTD | +45.4% | -4.6% | +50.1% | +49.3% |
| 1Y | +55.9% | -7.7% | +63.6% | +66.0% |
| 3Y | +109.8% | +10.9% | +98.9% | +71.7% |
| 5Y | -22.5% | -32.4% | +9.9% | +30.4% |
| 10Y | +87.5% | +105.7% | -18.1% | +61.5% |
| All | +87.5% | +104.7% | -17.2% | +61.5% |
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