+25.4%
GEN vs SUI
-32.0%
+57.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.1% |
| 7D | -1.2% | -2.8% | +1.6% | -0.3% |
| 30D | +10.1% | -1.2% | +11.3% | +10.5% |
| 3M | +16.1% | -1.7% | +17.8% | +16.6% |
| 6M | +38.9% | -10.5% | +49.3% | +43.6% |
| YTD | +14.4% | -1.8% | +16.3% | +14.6% |
| 1Y | +5.9% | -4.1% | +9.9% | +6.7% |
| 3Y | +58.8% | +11.3% | +47.5% | +50.2% |
| All | +25.4% | -32.0% | +57.4% | +33.7% |
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 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