+216.0%
GLD vs SUI
+110.1%
+106.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -0.5% | -2.8% | +2.3% | -0.3% |
| 30D | +4.4% | -1.2% | +5.6% | +4.5% |
| 3M | -1.1% | -1.7% | +0.6% | -1.0% |
| 6M | -13.8% | -10.5% | -3.3% | -13.1% |
| YTD | +2.6% | -1.8% | +4.5% | +2.7% |
| 1Y | +24.5% | -4.1% | +28.6% | +24.7% |
| 3Y | +125.8% | +11.3% | +114.6% | +122.6% |
| 5Y | +137.8% | -32.1% | +169.9% | +141.3% |
| All | +216.0% | +110.1% | +106.0% | +193.3% |
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 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