+194.4%
TRI vs SUI
+104.7%
+89.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.4% |
| 7D | -8.4% | -4.3% | -4.1% | -7.1% |
| 30D | -6.5% | -2.1% | -4.3% | -5.9% |
| 3M | +18.6% | -6.1% | +24.7% | +21.1% |
| 6M | -10.4% | -12.8% | +2.3% | -6.6% |
| YTD | -23.7% | -4.6% | -19.1% | -22.7% |
| 1Y | -42.5% | -7.7% | -34.8% | -41.1% |
| 3Y | -19.3% | +10.9% | -30.2% | -23.5% |
| 5Y | -9.7% | -32.4% | +22.7% | -0.4% |
| 10Y | +194.4% | +105.7% | +88.8% | +160.8% |
| All | +194.4% | +104.7% | +89.7% | +160.8% |
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 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