-44.5%
TOST vs SUI
-26.3%
-18.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.4% |
| 7D | +9.4% | +6.2% | +3.2% | +5.0% |
| 30D | +13.5% | +8.6% | +4.9% | +7.0% |
| 3M | -0.1% | +1.0% | -1.1% | -1.1% |
| 6M | +22.5% | -2.6% | +25.1% | +23.7% |
| YTD | -2.4% | -0.1% | -2.2% | -3.8% |
| 1Y | -4.7% | +0.5% | -5.2% | -6.5% |
| 3Y | +103.2% | +15.3% | +88.0% | +69.9% |
| 5Y | -41.2% | -26.1% | -15.1% | -19.4% |
| All | -44.5% | -26.3% | -18.3% | -24.5% |
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