+4,222.7%
GEN vs SUI
+4,171.7%
+51.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | +8.5% | +8.8% | -0.3% | +5.6% |
| 30D | +34.2% | +8.9% | +25.3% | +30.6% |
| 3M | +10.0% | +2.0% | +7.9% | +9.2% |
| 6M | +56.8% | -0.6% | +57.4% | +56.8% |
| YTD | +14.2% | +1.3% | +12.9% | +13.4% |
| 1Y | +20.8% | +1.3% | +19.5% | +19.8% |
| 3Y | +84.1% | +16.3% | +67.8% | +72.7% |
| 5Y | +37.1% | -25.1% | +62.1% | +45.5% |
| 10Y | +171.5% | +121.1% | +50.4% | +89.7% |
| All | +4,222.7% | +4,171.7% | +51.0% | +1,273.1% |
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