+568.1%
TRI vs SUI
+1,080.9%
-512.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -0.5% | -2.8% | +2.3% | +0.4% |
| 30D | +7.9% | -1.2% | +9.0% | +8.2% |
| 3M | +24.1% | -1.7% | +25.8% | +24.9% |
| 6M | +3.8% | -10.5% | +14.3% | +7.6% |
| YTD | -16.9% | -1.8% | -15.0% | -16.6% |
| 1Y | -38.4% | -4.1% | -34.3% | -37.7% |
| 3Y | -12.2% | +11.3% | -23.5% | -17.1% |
| 5Y | -1.8% | -32.1% | +30.3% | +7.6% |
| 10Y | +207.6% | +110.4% | +97.2% | +122.6% |
| All | +568.1% | +1,080.9% | -512.8% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling