+159.2%
GEN vs SUI
+122.5%
+36.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.3% |
| 7D | -0.8% | -2.4% | +1.6% | -0.2% |
| 30D | +31.2% | +3.3% | +27.9% | +30.1% |
| 3M | +6.1% | +0.7% | +5.4% | +5.8% |
| 6M | +38.1% | -4.1% | +42.3% | +39.3% |
| YTD | +14.4% | -1.8% | +16.2% | +14.6% |
| 1Y | +15.1% | -4.1% | +19.2% | +16.0% |
| 3Y | +68.5% | +17.4% | +51.1% | +60.5% |
| 5Y | +35.8% | -27.0% | +62.8% | +41.4% |
| All | +159.2% | +122.5% | +36.7% | +126.9% |
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 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