+1,316.1%
TNA vs SUI
+2,470.5%
-1,154.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +1.2% |
| 7D | -0.1% | -2.8% | +2.7% | +3.8% |
| 30D | -4.9% | -1.2% | -3.7% | -3.7% |
| 3M | +0.4% | -1.7% | +2.1% | -0.2% |
| 6M | +32.5% | -10.5% | +43.0% | +49.5% |
| YTD | +53.7% | -1.8% | +55.6% | +51.9% |
| 1Y | +65.1% | -4.1% | +69.2% | +67.2% |
| 3Y | +98.4% | +11.3% | +87.2% | +59.2% |
| 5Y | -22.5% | -32.1% | +9.6% | +32.3% |
| 10Y | +82.5% | +110.4% | -27.9% | -31.1% |
| All | +1,316.1% | +2,470.5% | -1,154.5% | -79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling