+16.9%
TSN vs SUI
+120.9%
-104.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -0.3% | -2.4% | +2.2% | +0.6% |
| 30D | +11.8% | +3.3% | +8.4% | +10.4% |
| 3M | +7.1% | +0.7% | +6.4% | +6.7% |
| 6M | -9.2% | -4.1% | -5.0% | -8.1% |
| YTD | +4.8% | -1.8% | +6.6% | +4.9% |
| 1Y | +11.6% | -4.1% | +15.7% | +12.6% |
| 3Y | +41.5% | +17.4% | +24.1% | +30.9% |
| 5Y | -15.5% | -27.0% | +11.5% | -8.8% |
| 10Y | +16.9% | +121.2% | -104.3% | -23.2% |
| All | +16.9% | +120.9% | -104.0% | -23.2% |
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