+588.0%
TRI vs SUI
+1,081.2%
-493.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | -7.2% | -2.4% | -4.7% | -6.4% |
| 30D | +4.4% | +3.3% | +1.1% | +3.4% |
| 3M | +4.5% | +0.7% | +3.8% | +4.4% |
| 6M | +23.7% | -4.1% | +27.8% | +25.7% |
| YTD | -14.4% | -1.8% | -12.6% | -13.9% |
| 1Y | -17.4% | -4.1% | -13.3% | -16.3% |
| 3Y | -11.0% | +17.4% | -28.4% | -17.1% |
| 5Y | +0.7% | -27.0% | +27.7% | +8.0% |
| 10Y | +224.0% | +121.2% | +102.9% | +131.4% |
| All | +588.0% | +1,081.2% | -493.3% | +113.8% |
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 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