+143.2%
TRU vs SUI
+104.7%
+38.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | 0.0% |
| 7D | -6.5% | -4.3% | -2.2% | -4.2% |
| 30D | -2.5% | -2.1% | -0.4% | -1.4% |
| 3M | +10.4% | -6.1% | +16.5% | +14.4% |
| 6M | +1.6% | -12.8% | +14.4% | +9.7% |
| YTD | -9.7% | -4.6% | -5.1% | -7.4% |
| 1Y | -17.3% | -7.7% | -9.6% | -13.7% |
| 3Y | -1.8% | +10.9% | -12.8% | -9.3% |
| 5Y | -36.2% | -32.4% | -3.8% | -23.7% |
| 10Y | +143.2% | +105.7% | +37.5% | +96.3% |
| All | +143.2% | +104.7% | +38.5% | +96.3% |
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