+769.2%
TSEM vs SUI
+115.7%
+653.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.5% | +6.3% | +5.1% |
| 7D | -17.5% | +6.2% | -23.7% | -18.7% |
| 30D | -44.7% | +8.6% | -53.3% | -46.0% |
| 3M | -38.9% | +1.0% | -39.9% | -39.4% |
| 6M | -36.7% | -2.6% | -34.1% | -37.1% |
| YTD | +17.0% | -0.1% | +17.1% | +15.0% |
| 1Y | +62.8% | +0.5% | +62.4% | +59.7% |
| 3Y | +471.3% | +15.3% | +456.0% | +426.6% |
| 5Y | +290.3% | -26.1% | +316.4% | +311.3% |
| All | +769.2% | +115.7% | +653.5% | +636.9% |
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