-31.3%
TRMB vs SUI
-0.1%
-31.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.0% |
| 7D | -16.7% | +6.2% | -22.9% | -17.4% |
| 30D | -9.9% | +8.6% | -18.5% | -11.6% |
| 3M | -7.6% | +1.0% | -8.6% | -7.4% |
| 6M | -14.7% | -2.6% | -12.1% | -13.9% |
| YTD | -30.9% | -0.1% | -30.8% | -30.7% |
| 1Y | -31.3% | +0.5% | -31.8% | -31.2% |
| All | -31.3% | -0.1% | -31.2% | -31.2% |
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