-10.0%
TNA vs SUI
-4.5%
-5.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.6% |
| 7D | -2.1% | -2.4% | +0.3% | -2.4% |
| 30D | +3.1% | +3.3% | -0.2% | +3.1% |
| 3M | -20.2% | +0.7% | -20.9% | -20.6% |
| 6M | -10.0% | -4.1% | -5.9% | -10.8% |
| All | -10.0% | -4.5% | -5.5% | -10.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling