-22.3%
CG vs SUI
-0.1%
-22.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | -1.2% | +6.2% | -7.4% | -2.9% |
| 30D | +5.0% | +8.6% | -3.6% | +2.6% |
| 3M | -18.2% | +1.0% | -19.2% | -18.9% |
| 6M | -20.7% | -2.6% | -18.1% | -20.8% |
| YTD | -31.4% | -0.1% | -31.3% | -30.9% |
| 1Y | -22.3% | +0.5% | -22.7% | -21.9% |
| All | -22.3% | -0.1% | -22.1% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling