+528.0%
GFI vs SUI
-32.1%
+560.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +5.7% | -3.1% | +8.8% | +6.7% |
| 30D | +15.6% | -2.3% | +17.9% | +16.4% |
| 3M | +31.5% | -2.8% | +34.3% | +32.2% |
| 6M | -3.7% | -12.4% | +8.6% | +0.2% |
| YTD | +11.2% | -3.3% | +14.5% | +11.9% |
| 1Y | +36.4% | -5.8% | +42.2% | +38.2% |
| 3Y | +313.5% | +12.5% | +301.0% | +287.2% |
| 5Y | +528.0% | -32.9% | +560.9% | +525.1% |
| All | +528.0% | -32.1% | +560.1% | +525.1% |
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 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