+97.2%
GD vs SUI
-32.0%
+129.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -5.3% | -2.8% | -2.4% | -4.6% |
| 30D | -6.4% | -1.2% | -5.3% | -6.2% |
| 3M | +5.7% | -1.7% | +7.4% | +6.0% |
| 6M | -0.9% | -10.5% | +9.5% | +1.4% |
| YTD | +8.2% | -1.8% | +10.0% | +8.3% |
| 1Y | +13.4% | -4.1% | +17.5% | +14.1% |
| 3Y | +68.5% | +11.3% | +57.2% | +61.7% |
| All | +97.2% | -32.0% | +129.2% | +114.2% |
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 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