+11.8%
CG vs SUI
-32.0%
+43.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -4.3% | -2.8% | -1.5% | -2.9% |
| 30D | -5.1% | -1.2% | -3.9% | -4.6% |
| 3M | +8.7% | -1.7% | +10.4% | +9.0% |
| 6M | -9.2% | -10.5% | +1.2% | -4.3% |
| YTD | -18.9% | -1.8% | -17.0% | -18.8% |
| 1Y | -25.6% | -4.1% | -21.6% | -24.8% |
| 3Y | +57.3% | +11.3% | +46.0% | +39.8% |
| All | +11.8% | -32.0% | +43.7% | +39.6% |
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