-42.5%
TRI vs SUI
-6.7%
-35.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.2% |
| 7D | -8.4% | -4.3% | -4.1% | -6.5% |
| 30D | -6.5% | -2.1% | -4.3% | -5.7% |
| 3M | +18.6% | -6.1% | +24.7% | +21.6% |
| 6M | -10.4% | -12.8% | +2.3% | -6.0% |
| YTD | -23.7% | -4.6% | -19.1% | -22.7% |
| 1Y | -42.5% | -7.7% | -34.8% | -40.5% |
| All | -42.5% | -6.7% | -35.8% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling