-17.8%
TRI vs SUI
+12.1%
-29.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -6.1% |
| 7D | -7.1% | -3.1% | -4.0% | -6.3% |
| 30D | -2.3% | -2.3% | 0.0% | -1.8% |
| 3M | +19.6% | -2.8% | +22.4% | +20.6% |
| 6M | -8.7% | -12.4% | +3.7% | -5.8% |
| YTD | -22.3% | -3.3% | -19.0% | -21.7% |
| 1Y | -40.7% | -5.8% | -34.9% | -39.9% |
| 3Y | -17.8% | +12.5% | -30.2% | -19.5% |
| All | -17.8% | +12.1% | -29.8% | -19.5% |
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 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