+911.5%
TT vs SUI
+110.1%
+801.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | 0.0% | -2.8% | +2.8% | +1.0% |
| 30D | -7.2% | -1.2% | -6.0% | -6.8% |
| 3M | -3.0% | -1.7% | -1.2% | -2.9% |
| 6M | +1.4% | -10.5% | +11.8% | +4.9% |
| YTD | +15.9% | -1.8% | +17.7% | +15.7% |
| 1Y | +9.4% | -4.1% | +13.5% | +10.0% |
| 3Y | +124.4% | +11.3% | +113.1% | +106.7% |
| 5Y | +138.0% | -32.1% | +170.1% | +166.5% |
| All | +911.5% | +110.1% | +801.4% | +722.8% |
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