+6,145.1%
GD vs SUI
+4,037.5%
+2,107.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -5.3% | -2.8% | -2.4% | -4.5% |
| 30D | -6.4% | -1.2% | -5.3% | -6.2% |
| 3M | +5.7% | -1.7% | +7.4% | +6.1% |
| 6M | -0.9% | -10.5% | +9.5% | +2.0% |
| YTD | +8.2% | -1.8% | +10.0% | +8.3% |
| 1Y | +13.4% | -4.1% | +17.5% | +14.3% |
| 3Y | +68.5% | +11.3% | +57.2% | +59.7% |
| 5Y | +97.2% | -32.1% | +129.3% | +113.0% |
| 10Y | +190.2% | +110.4% | +79.7% | +121.2% |
| All | +6,145.1% | +4,037.5% | +2,107.6% | +2,260.0% |
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