+416.5%
TPR vs SUI
+15.1%
+401.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.7% |
| 7D | +14.2% | +6.2% | +8.0% | +12.6% |
| 30D | +17.1% | +8.6% | +8.5% | +14.8% |
| 3M | -17.7% | +1.0% | -18.7% | -18.1% |
| 6M | -10.2% | -2.6% | -7.6% | -9.9% |
| YTD | +4.9% | -0.1% | +5.0% | +4.5% |
| 1Y | +36.1% | +0.5% | +35.7% | +35.4% |
| 3Y | +416.5% | +15.3% | +401.2% | +368.2% |
| All | +416.5% | +15.1% | +401.3% | +368.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling