-24.8%
TYL vs SUI
-32.0%
+7.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -3.7% | -2.8% | -0.8% | -2.5% |
| 30D | +18.7% | -1.2% | +19.9% | +19.2% |
| 3M | +18.1% | -1.7% | +19.9% | +19.2% |
| 6M | -1.1% | -10.5% | +9.3% | +3.5% |
| YTD | -19.8% | -1.8% | -18.0% | -19.6% |
| 1Y | -34.3% | -4.1% | -30.2% | -33.5% |
| 3Y | -8.2% | +11.3% | -19.5% | -16.5% |
| All | -24.8% | -32.0% | +7.2% | -6.7% |
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