+106.1%
TRMB vs SUI
+120.9%
-14.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | +4.1% | -2.4% | +6.6% | +5.3% |
| 30D | -5.1% | +3.3% | -8.4% | -7.3% |
| 3M | -2.6% | +0.7% | -3.3% | -3.8% |
| 6M | -2.7% | -4.1% | +1.4% | -1.8% |
| YTD | -27.9% | -1.8% | -26.1% | -28.4% |
| 1Y | -29.0% | -4.1% | -25.0% | -28.7% |
| 3Y | +35.0% | +17.4% | +17.6% | +19.0% |
| 5Y | -33.9% | -27.0% | -6.9% | -26.2% |
| 10Y | +106.1% | +121.2% | -15.1% | +59.1% |
| All | +106.1% | +120.9% | -14.8% | +59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling