+22.1%
GH vs SUI
-32.0%
+54.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | -0.1% | -2.8% | +2.8% | +2.1% |
| 30D | -1.1% | -1.2% | +0.1% | -0.5% |
| 3M | +21.3% | -1.7% | +23.0% | +21.6% |
| 6M | +73.5% | -10.5% | +84.0% | +87.0% |
| YTD | +58.0% | -1.8% | +59.9% | +58.1% |
| 1Y | +163.1% | -4.1% | +167.1% | +167.5% |
| 3Y | +361.0% | +11.3% | +349.8% | +287.2% |
| All | +22.1% | -32.0% | +54.1% | +46.7% |
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