+51,687.6%
TSCO vs SUI
+3,609.6%
+48,078.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.2% |
| 7D | +7.1% | +6.2% | +0.9% | +5.0% |
| 30D | +11.8% | +8.6% | +3.2% | +8.8% |
| 3M | +7.4% | +1.0% | +6.4% | +7.0% |
| 6M | +13.4% | -2.6% | +16.0% | +14.2% |
| YTD | -25.9% | -0.1% | -25.8% | -26.1% |
| 1Y | -29.9% | +0.5% | -30.4% | -30.2% |
| 3Y | -3.4% | +15.3% | -18.6% | -9.4% |
| 5Y | -9.4% | -26.1% | +16.7% | -3.0% |
| 10Y | +227.1% | +117.8% | +109.2% | +131.4% |
| All | +51,687.6% | +3,609.6% | +48,078.0% | +19,655.5% |
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 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