+305.9%
CG vs SUI
+117.1%
+188.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +2.0% | +3.4% | -1.5% | +0.2% |
| 30D | +8.5% | +4.6% | +3.9% | +5.8% |
| 3M | -12.1% | +1.6% | -13.7% | -13.1% |
| 6M | -16.4% | -3.5% | -13.0% | -15.6% |
| YTD | -28.0% | -1.0% | -27.0% | -28.4% |
| 1Y | -18.9% | -1.7% | -17.2% | -19.1% |
| 3Y | +51.2% | +18.4% | +32.9% | +32.0% |
| 5Y | -15.9% | -26.3% | +10.5% | -4.6% |
| 10Y | +305.9% | +123.3% | +182.6% | +256.1% |
| All | +305.9% | +117.1% | +188.8% | +256.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling