+3,630.1%
TRV vs SUI
+3,881.3%
-251.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | -1.5% | -4.1% | +2.6% | +0.1% |
| 30D | -1.8% | -3.2% | +1.3% | -0.7% |
| 3M | +21.6% | -8.4% | +30.0% | +25.6% |
| 6M | +22.5% | -14.4% | +36.8% | +29.8% |
| YTD | +28.1% | -5.5% | +33.7% | +30.5% |
| 1Y | +37.0% | -7.3% | +44.4% | +40.4% |
| 3Y | +141.9% | +9.9% | +132.0% | +126.6% |
| 5Y | +158.5% | -31.6% | +190.1% | +184.5% |
| 10Y | +297.5% | +103.7% | +193.8% | +177.5% |
| All | +3,630.1% | +3,881.3% | -251.2% | +879.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling