+611.6%
TRI vs SUI
+1,101.4%
-489.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.2% |
| 7D | -4.8% | +6.2% | -11.0% | -6.6% |
| 30D | +13.4% | +8.6% | +4.8% | +10.5% |
| 3M | +13.1% | +1.0% | +12.1% | +12.9% |
| 6M | +24.4% | -2.6% | +27.0% | +25.8% |
| YTD | -11.4% | -0.1% | -11.3% | -11.4% |
| 1Y | -15.6% | +0.5% | -16.1% | -15.8% |
| 3Y | -6.5% | +15.3% | -21.7% | -12.3% |
| 5Y | +5.3% | -26.1% | +31.4% | +12.4% |
| 10Y | +239.9% | +117.8% | +122.1% | +143.9% |
| All | +611.6% | +1,101.4% | -489.8% | +119.9% |
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