-22.0%
TSN vs SUI
-32.0%
+10.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | -6.3% | -2.8% | -3.5% | -5.4% |
| 30D | -10.8% | -1.2% | -9.6% | -10.5% |
| 3M | -8.8% | -1.7% | -7.0% | -8.3% |
| 6M | -16.8% | -10.5% | -6.3% | -14.0% |
| YTD | -10.0% | -1.8% | -8.2% | -9.8% |
| 1Y | -5.3% | -4.1% | -1.2% | -4.4% |
| 3Y | +8.5% | +11.3% | -2.7% | +2.8% |
| All | -22.0% | -32.0% | +10.0% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling