+3,707.6%
TRV vs SUI
+3,865.7%
-158.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +1.9% | -4.2% | +6.1% | +3.6% |
| 30D | +1.7% | -3.3% | +5.0% | +2.9% |
| 3M | +23.9% | -8.2% | +32.1% | +27.9% |
| 6M | +26.3% | -14.5% | +40.7% | +33.9% |
| YTD | +30.8% | -5.9% | +36.7% | +33.4% |
| 1Y | +36.3% | -9.7% | +46.1% | +41.1% |
| 3Y | +145.0% | +7.7% | +137.3% | +131.3% |
| 5Y | +163.9% | -31.9% | +195.7% | +190.8% |
| 10Y | +305.8% | +102.9% | +202.9% | +183.6% |
| All | +3,707.6% | +3,865.7% | -158.1% | +901.5% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling