+429.1%
TTMI vs SUI
+18.2%
+411.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -2.8% |
| 7D | +11.4% | -1.5% | +12.9% | +11.2% |
| 30D | -28.3% | +3.7% | -32.0% | -28.2% |
| 3M | -46.7% | -0.4% | -46.3% | -46.4% |
| 6M | -56.1% | -2.8% | -53.3% | -56.0% |
| YTD | +7.4% | -1.6% | +9.0% | +7.3% |
| 1Y | +17.4% | -2.1% | +19.5% | +17.5% |
| 3Y | +429.1% | +18.5% | +410.7% | +367.6% |
| All | +429.1% | +18.2% | +411.0% | +367.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling