+36.6%
GH vs SUI
-26.3%
+62.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.6% |
| 7D | -15.6% | +6.2% | -21.8% | -19.6% |
| 30D | -10.4% | +8.6% | -19.0% | -16.7% |
| 3M | -4.3% | +1.0% | -5.3% | -6.2% |
| 6M | +63.5% | -2.6% | +66.1% | +63.5% |
| YTD | +47.7% | -0.1% | +47.8% | +44.3% |
| 1Y | +56.7% | +0.5% | +56.3% | +52.2% |
| 3Y | +443.9% | +15.3% | +428.6% | +337.8% |
| All | +36.6% | -26.3% | +62.9% | +78.1% |
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