-19.2%
GIS vs SUI
+120.9%
-140.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -8.1% | -3.8% | -4.2% | -7.1% |
| 30D | +5.3% | +3.9% | +1.4% | +4.3% |
| 3M | -10.5% | +0.2% | -10.8% | -10.5% |
| 6M | +1.8% | -4.2% | +6.0% | +2.9% |
| YTD | -22.9% | -2.5% | -20.4% | -22.5% |
| 1Y | -22.9% | -4.0% | -18.9% | -22.2% |
| 3Y | -40.5% | +16.5% | -57.0% | -43.0% |
| 5Y | -34.9% | -27.2% | -7.7% | -31.3% |
| All | -19.2% | +120.9% | -140.1% | -41.7% |
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 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