+295.1%
CG vs SUI
+120.9%
+174.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | -3.8% | -2.4% | -1.4% | -2.6% |
| 30D | +7.5% | +3.3% | +4.2% | +5.5% |
| 3M | -14.4% | +0.7% | -15.0% | -14.9% |
| 6M | -15.7% | -4.1% | -11.5% | -14.5% |
| YTD | -29.0% | -1.8% | -27.2% | -29.1% |
| 1Y | -22.1% | -4.1% | -18.0% | -21.3% |
| 3Y | +49.1% | +17.4% | +31.7% | +30.8% |
| 5Y | -18.4% | -27.0% | +8.6% | -7.0% |
| 10Y | +295.1% | +121.2% | +173.9% | +248.2% |
| All | +295.1% | +120.9% | +174.2% | +248.2% |
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