+192.6%
TSCO vs SUI
+104.7%
+87.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.3% |
| 7D | -2.5% | -4.3% | +1.8% | -1.2% |
| 30D | -1.1% | -2.1% | +1.0% | -0.5% |
| 3M | +14.3% | -6.1% | +20.4% | +16.3% |
| 6M | -31.9% | -12.8% | -19.1% | -29.2% |
| YTD | -30.7% | -4.6% | -26.0% | -29.9% |
| 1Y | -41.1% | -7.7% | -33.4% | -39.9% |
| 3Y | -17.1% | +10.9% | -28.1% | -20.8% |
| 5Y | -7.5% | -32.4% | +24.9% | +0.4% |
| 10Y | +192.6% | +105.7% | +86.9% | +181.5% |
| All | +192.6% | +104.7% | +87.9% | +181.5% |
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 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