+4.7%
GAP vs SUI
+120.9%
-116.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.6% |
| 7D | -9.3% | -2.4% | -6.9% | -8.1% |
| 30D | -5.5% | +3.3% | -8.8% | -7.2% |
| 3M | +3.5% | +0.7% | +2.8% | +2.8% |
| 6M | +0.7% | -4.1% | +4.8% | +2.6% |
| YTD | -13.4% | -1.8% | -11.5% | -13.0% |
| 1Y | -7.7% | -4.1% | -3.6% | -6.1% |
| 3Y | +74.4% | +17.4% | +57.0% | +52.2% |
| 5Y | +5.3% | -27.0% | +32.3% | +20.5% |
| 10Y | +4.7% | +121.2% | -116.5% | -7.0% |
| All | +4.7% | +120.9% | -116.2% | -7.0% |
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 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