-17.3%
GIS vs SUI
+123.0%
-140.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +2.1% |
| 7D | -3.4% | -1.5% | -1.9% | -3.0% |
| 30D | +6.9% | +3.7% | +3.1% | +6.0% |
| 3M | -10.1% | -0.4% | -9.7% | -10.0% |
| 6M | +5.9% | -2.8% | +8.6% | +6.6% |
| YTD | -21.1% | -1.6% | -19.5% | -20.8% |
| 1Y | -22.5% | -2.1% | -20.4% | -22.1% |
| 3Y | -39.0% | +18.5% | -57.5% | -41.8% |
| 5Y | -33.3% | -26.5% | -6.8% | -29.8% |
| All | -17.3% | +123.0% | -140.3% | -40.5% |
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