+152.0%
GE vs SUI
+123.0%
+29.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | 0.0% |
| 7D | +2.7% | -1.5% | +4.1% | +3.2% |
| 30D | +8.1% | +3.7% | +4.3% | +6.4% |
| 3M | -7.9% | -0.4% | -7.5% | -8.1% |
| 6M | +12.9% | -2.8% | +15.7% | +13.2% |
| YTD | +8.2% | -1.6% | +9.8% | +7.9% |
| 1Y | +9.7% | -2.1% | +11.7% | +9.5% |
| 3Y | +266.1% | +18.5% | +247.6% | +229.9% |
| 5Y | +407.4% | -26.5% | +433.9% | +453.4% |
| All | +152.0% | +123.0% | +29.0% | +104.2% |
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 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