+1,069.7%
TNA vs SUI
+2,492.4%
-1,422.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +8.5% |
| 7D | -0.5% | +3.4% | -3.9% | -5.3% |
| 30D | -0.7% | +4.6% | -5.3% | -8.4% |
| 3M | -21.5% | +1.6% | -23.1% | -24.9% |
| 6M | -11.2% | -3.5% | -7.8% | -11.5% |
| YTD | +27.0% | -1.0% | +28.0% | +21.5% |
| 1Y | +28.0% | -1.7% | +29.8% | +23.8% |
| 3Y | +142.9% | +18.4% | +124.6% | +75.5% |
| 5Y | -42.6% | -26.3% | -16.2% | -13.8% |
| 10Y | +53.3% | +123.3% | -70.1% | -47.4% |
| All | +1,069.7% | +2,492.4% | -1,422.7% | -83.8% |
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 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