+6,271.0%
GD vs SUI
+4,142.3%
+2,128.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.2% | -7.7% | -4.0% |
| 7D | +3.0% | +10.0% | -7.1% | +0.1% |
| 30D | +10.5% | +8.4% | +2.1% | +7.8% |
| 3M | -5.0% | +0.7% | -5.6% | -5.4% |
| 6M | +5.5% | -0.9% | +6.4% | +5.4% |
| YTD | +10.3% | +0.6% | +9.7% | +9.5% |
| 1Y | +8.2% | +0.8% | +7.4% | +7.3% |
| 3Y | +59.0% | +15.5% | +43.5% | +49.2% |
| 5Y | +104.3% | -25.9% | +130.1% | +114.8% |
| 10Y | +202.4% | +119.5% | +82.9% | +127.5% |
| All | +6,271.0% | +4,142.3% | +2,128.7% | +2,285.9% |
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