+1,058.4%
GFI vs SUI
+104.6%
+953.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | 0.0% |
| 7D | +4.7% | -4.3% | +9.0% | +5.7% |
| 30D | +14.4% | -2.1% | +16.6% | +14.9% |
| 3M | +32.5% | -6.1% | +38.6% | +34.1% |
| 6M | -7.2% | -12.8% | +5.6% | -4.4% |
| YTD | +10.9% | -4.6% | +15.5% | +11.7% |
| 1Y | +35.5% | -7.7% | +43.2% | +37.4% |
| 3Y | +312.1% | +10.9% | +301.2% | +297.5% |
| 5Y | +524.6% | -32.4% | +557.0% | +547.5% |
| All | +1,058.4% | +104.6% | +953.8% | +804.0% |
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 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