-22.5%
TYL vs SUI
-26.5%
+4.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +4.3% | +3.4% | +0.9% | +2.7% |
| 30D | +28.0% | +4.6% | +23.3% | +25.5% |
| 3M | +32.3% | +1.6% | +30.7% | +31.4% |
| 6M | +29.9% | -3.5% | +33.4% | +31.9% |
| YTD | -7.1% | -1.0% | -6.1% | -7.2% |
| 1Y | -9.2% | -1.7% | -7.5% | -9.0% |
| 3Y | +0.7% | +18.4% | -17.7% | -11.2% |
| All | -22.5% | -26.5% | +4.0% | -5.0% |
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