+27.7%
GEN vs SUI
-26.3%
+54.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.1% |
| 7D | +2.3% | +6.2% | -4.0% | +0.2% |
| 30D | +33.1% | +8.6% | +24.5% | +29.3% |
| 3M | +6.5% | +1.0% | +5.5% | +6.0% |
| 6M | +53.8% | -2.6% | +56.4% | +54.6% |
| YTD | +11.2% | -0.1% | +11.4% | +10.7% |
| 1Y | +19.4% | +0.5% | +18.9% | +18.5% |
| 3Y | +81.0% | +15.3% | +65.8% | +69.4% |
| All | +27.7% | -26.3% | +54.0% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling