+1,502.2%
TSM vs SUI
+118.5%
+1,383.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -2.5% | +3.0% | -5.5% | -3.2% |
| 30D | -14.3% | +5.6% | -19.8% | -15.6% |
| 3M | -7.2% | +0.9% | -8.2% | -7.8% |
| 6M | -5.1% | -2.6% | -2.5% | -5.4% |
| YTD | +28.9% | -0.1% | +29.0% | +27.5% |
| 1Y | +37.1% | -1.4% | +38.5% | +35.9% |
| 3Y | +341.5% | +19.8% | +321.7% | +301.3% |
| 5Y | +245.7% | -25.8% | +271.5% | +263.8% |
| 10Y | +1,502.2% | +118.1% | +1,384.1% | +1,199.0% |
| All | +1,502.2% | +118.5% | +1,383.7% | +1,199.0% |
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