+12.5%
GAP vs SUI
+115.7%
-103.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.7% | -3.4% |
| 7D | -3.8% | +6.2% | -10.0% | -6.8% |
| 30D | -9.0% | +8.6% | -17.6% | -13.1% |
| 3M | +5.5% | +1.0% | +4.5% | +4.6% |
| 6M | -11.1% | -2.6% | -8.5% | -10.2% |
| YTD | -13.6% | -0.1% | -13.4% | -14.0% |
| 1Y | -2.9% | +0.5% | -3.3% | -3.7% |
| 3Y | +69.6% | +15.3% | +54.4% | +50.0% |
| 5Y | +5.4% | -26.1% | +31.5% | +19.6% |
| All | +12.5% | +115.7% | -103.2% | +6.0% |
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