-31.0%
TRMB vs SUI
+1.6%
-32.6%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +5.2% | -22.5% | -17.7% |
| 7D | -15.7% | +10.0% | -25.7% | -17.2% |
| 30D | -7.8% | +8.4% | -16.2% | -9.3% |
| 3M | -9.3% | +0.7% | -10.0% | -8.9% |
| 6M | -20.8% | -0.9% | -19.9% | -20.4% |
| YTD | -30.8% | +0.6% | -31.4% | -30.6% |
| 1Y | -31.0% | +0.8% | -31.7% | -30.7% |
| All | -31.0% | +1.6% | -32.6% | -30.7% |
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