-50.0%
TNA vs SUI
-26.3%
-23.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.2% | +4.5% |
| 7D | -7.0% | +6.2% | -13.2% | -13.7% |
| 30D | -6.4% | +8.6% | -15.0% | -16.4% |
| 3M | -25.7% | +1.0% | -26.7% | -27.8% |
| 6M | -19.7% | -2.6% | -17.1% | -20.4% |
| YTD | +18.3% | -0.1% | +18.4% | +12.9% |
| 1Y | +24.6% | +0.5% | +24.1% | +18.0% |
| 3Y | +112.8% | +15.3% | +97.6% | +59.1% |
| All | -50.0% | -26.3% | -23.7% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling