+368.5%
GH vs SUI
+54.1%
+314.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.8% |
| 7D | -15.6% | +6.2% | -21.8% | -18.9% |
| 30D | -10.4% | +8.6% | -19.0% | -15.4% |
| 3M | -4.3% | +1.0% | -5.3% | -5.8% |
| 6M | +63.5% | -2.6% | +66.1% | +63.6% |
| YTD | +47.7% | -0.1% | +47.8% | +45.3% |
| 1Y | +56.7% | +0.5% | +56.3% | +53.5% |
| 3Y | +443.9% | +15.3% | +428.6% | +374.9% |
| 5Y | +36.9% | -26.1% | +63.1% | +56.3% |
| All | +368.5% | +54.1% | +314.5% | +239.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling