+582.6%
GAP vs SUI
+4,037.5%
-3,455.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -4.5% | -2.8% | -1.6% | -3.3% |
| 30D | +9.0% | -1.2% | +10.2% | +9.5% |
| 3M | +5.0% | -1.7% | +6.7% | +5.5% |
| 6M | -17.8% | -10.5% | -7.3% | -14.1% |
| YTD | -10.4% | -1.8% | -8.6% | -9.9% |
| 1Y | -3.4% | -4.1% | +0.7% | -2.1% |
| 3Y | +111.5% | +11.3% | +100.2% | +96.8% |
| 5Y | +8.8% | -32.1% | +40.9% | +23.5% |
| 10Y | +32.9% | +110.4% | -77.5% | -3.3% |
| All | +582.6% | +4,037.5% | -3,455.0% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling