+146.7%
TRV vs SUI
+16.6%
+130.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.5% | -1.5% |
| 7D | -0.3% | +6.2% | -6.5% | -1.9% |
| 30D | +9.6% | +8.6% | +1.0% | +7.2% |
| 3M | +2.7% | +1.0% | +1.7% | +2.3% |
| 6M | +32.0% | -2.6% | +34.6% | +32.6% |
| YTD | +37.8% | -0.1% | +37.9% | +37.3% |
| 1Y | +45.2% | +0.5% | +44.8% | +44.5% |
| All | +146.7% | +16.6% | +130.1% | +147.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling