+188.5%
GD vs SUI
+115.7%
+72.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.2% |
| 7D | -5.0% | +6.2% | -11.2% | -6.8% |
| 30D | +8.9% | +8.6% | +0.3% | +6.0% |
| 3M | -8.0% | +1.0% | -9.0% | -8.6% |
| 6M | +2.9% | -2.6% | +5.5% | +3.3% |
| YTD | +7.1% | -0.1% | +7.2% | +6.4% |
| 1Y | +5.9% | +0.5% | +5.5% | +5.1% |
| 3Y | +53.9% | +15.3% | +38.6% | +43.2% |
| 5Y | +95.4% | -26.1% | +121.6% | +109.3% |
| All | +188.5% | +115.7% | +72.8% | +158.8% |
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