-1.1%
GAP vs SUI
+123.0%
-124.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.4% |
| 7D | -1.9% | -1.5% | -0.4% | -1.1% |
| 30D | -7.1% | +3.7% | -10.8% | -9.0% |
| 3M | +4.1% | -0.4% | +4.5% | +4.1% |
| 6M | +1.9% | -2.8% | +4.7% | +3.0% |
| YTD | -15.2% | -1.6% | -13.6% | -15.0% |
| 1Y | -10.6% | -2.1% | -8.6% | -10.1% |
| 3Y | +74.6% | +18.5% | +56.1% | +51.5% |
| 5Y | +3.7% | -26.5% | +30.2% | +18.1% |
| All | -1.1% | +123.0% | -124.1% | -12.2% |
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