+96.7%
GD vs SUI
-25.7%
+122.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -3.9% | +8.8% | -12.7% | -5.8% |
| 30D | +8.1% | +8.9% | -0.9% | +5.9% |
| 3M | -6.8% | +2.0% | -8.8% | -7.4% |
| 6M | +3.0% | -0.6% | +3.6% | +2.8% |
| YTD | +7.8% | +1.3% | +6.4% | +7.0% |
| 1Y | +5.8% | +1.3% | +4.5% | +5.0% |
| 3Y | +55.3% | +16.3% | +39.0% | +47.2% |
| 5Y | +96.7% | -25.1% | +121.7% | +109.6% |
| All | +96.7% | -25.7% | +122.4% | +109.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling