+744.0%
GIS vs SUI
+4,037.5%
-3,293.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.4% |
| 7D | -7.8% | -2.8% | -5.0% | -7.3% |
| 30D | +6.6% | -1.2% | +7.7% | +6.8% |
| 3M | +21.0% | -1.7% | +22.7% | +21.4% |
| 6M | -9.1% | -10.5% | +1.4% | -7.2% |
| YTD | -13.6% | -1.8% | -11.8% | -13.3% |
| 1Y | -18.0% | -4.1% | -13.9% | -17.4% |
| 3Y | -33.7% | +11.3% | -44.9% | -35.4% |
| 5Y | -19.4% | -32.1% | +12.7% | -15.3% |
| 10Y | -21.3% | +110.4% | -131.7% | -33.2% |
| All | +744.0% | +4,037.5% | -3,293.5% | +341.3% |
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