+205.0%
GLD vs SUI
+115.7%
+89.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | +4.7% | +6.2% | -1.5% | +4.3% |
| 30D | -0.9% | +8.6% | -9.5% | -1.5% |
| 3M | -4.4% | +1.0% | -5.4% | -4.5% |
| 6M | -13.6% | -2.6% | -11.0% | -13.5% |
| YTD | -6.0% | -0.1% | -5.9% | -6.1% |
| 1Y | +1.8% | +0.5% | +1.3% | +1.6% |
| 3Y | +103.2% | +15.3% | +87.9% | +99.7% |
| 5Y | +119.3% | -26.1% | +145.5% | +121.1% |
| All | +205.0% | +115.7% | +89.2% | +182.0% |
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