+1,316.2%
TSEM vs SUI
+108.4%
+1,207.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.3% | +8.2% | +7.9% |
| 7D | +6.9% | -2.8% | +9.7% | +7.6% |
| 30D | +5.3% | -1.2% | +6.5% | +5.5% |
| 3M | -14.9% | -1.7% | -13.2% | -15.3% |
| 6M | +80.0% | -10.5% | +90.5% | +83.8% |
| YTD | +89.4% | -1.8% | +91.2% | +88.0% |
| 1Y | +253.1% | -4.1% | +257.2% | +251.9% |
| 3Y | +642.1% | +11.3% | +630.9% | +594.1% |
| 5Y | +659.1% | -32.1% | +691.2% | +725.5% |
| All | +1,316.2% | +108.4% | +1,207.8% | +1,117.0% |
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