+1,025.1%
GFI vs SUI
+102.6%
+922.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.7% |
| 7D | -5.1% | -4.1% | -1.0% | -4.2% |
| 30D | +13.4% | -3.2% | +16.6% | +14.2% |
| 3M | +36.2% | -8.4% | +44.6% | +38.7% |
| 6M | -9.8% | -14.4% | +4.5% | -6.7% |
| YTD | +7.7% | -5.5% | +13.2% | +8.7% |
| 1Y | +27.2% | -7.3% | +34.5% | +28.9% |
| 3Y | +300.3% | +9.9% | +290.4% | +287.0% |
| 5Y | +539.8% | -31.6% | +571.4% | +562.5% |
| All | +1,025.1% | +102.6% | +922.5% | +780.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling