+1,548.7%
GE vs SUI
+4,171.7%
-2,623.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.7% |
| 7D | +0.5% | +8.8% | -8.2% | -2.9% |
| 30D | +1.7% | +8.9% | -7.2% | -2.0% |
| 3M | -17.3% | +2.0% | -19.3% | -18.3% |
| 6M | +10.1% | -0.6% | +10.7% | +9.4% |
| YTD | +2.6% | +1.3% | +1.3% | +1.1% |
| 1Y | +3.7% | +1.3% | +2.4% | +2.1% |
| 3Y | +268.3% | +16.3% | +252.0% | +232.7% |
| 5Y | +376.2% | -25.1% | +401.2% | +407.6% |
| 10Y | +156.4% | +121.1% | +35.3% | +65.4% |
| All | +1,548.7% | +4,171.7% | -2,623.0% | +230.7% |
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