+146.0%
TT vs SUI
-32.0%
+178.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.7% |
| 7D | -0.2% | -2.8% | +2.6% | +0.6% |
| 30D | -7.4% | -1.2% | -6.2% | -7.1% |
| 3M | -3.2% | -1.7% | -1.5% | -3.1% |
| 6M | +1.1% | -10.5% | +11.6% | +4.3% |
| YTD | +15.6% | -1.8% | +17.5% | +15.5% |
| 1Y | +9.2% | -4.1% | +13.3% | +9.7% |
| 3Y | +124.4% | +11.3% | +113.1% | +106.5% |
| All | +146.0% | -32.0% | +178.0% | +186.7% |
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