+187.9%
TRU vs SUI
+120.9%
+67.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.4% |
| 7D | 0.0% | -2.4% | +2.4% | +1.4% |
| 30D | +24.3% | +3.3% | +20.9% | +22.1% |
| 3M | +2.3% | +0.7% | +1.6% | +2.0% |
| 6M | +17.7% | -4.1% | +21.8% | +20.7% |
| YTD | -3.8% | -1.8% | -2.0% | -2.8% |
| 1Y | -0.3% | -4.1% | +3.7% | +2.0% |
| 3Y | +58.4% | +17.4% | +41.0% | +42.4% |
| 5Y | -24.0% | -27.0% | +3.0% | -12.4% |
| 10Y | +187.9% | +121.2% | +66.8% | +136.1% |
| All | +187.9% | +120.9% | +67.1% | +136.1% |
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