+8,727.5%
TT vs SUI
+4,142.3%
+4,585.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.2% | -6.8% | -3.9% |
| 7D | -8.5% | +10.0% | -18.5% | -12.3% |
| 30D | -12.8% | +8.4% | -21.2% | -16.2% |
| 3M | -12.9% | +0.7% | -13.5% | -13.7% |
| 6M | -15.2% | -0.9% | -14.3% | -16.0% |
| YTD | +6.2% | +0.6% | +5.6% | +4.3% |
| 1Y | -4.5% | +0.8% | -5.3% | -6.4% |
| 3Y | +93.6% | +15.5% | +78.1% | +73.2% |
| 5Y | +141.1% | -25.9% | +166.9% | +159.0% |
| 10Y | +796.8% | +119.5% | +677.2% | +460.1% |
| All | +8,727.5% | +4,142.3% | +4,585.2% | +1,853.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling