+297.3%
GLW vs SUI
+16.8%
+280.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.7% | -13.6% | -12.9% |
| 7D | -19.7% | +8.8% | -28.5% | -19.2% |
| 30D | -38.8% | +8.9% | -47.7% | -38.4% |
| 3M | -33.9% | +2.0% | -35.9% | -33.4% |
| 6M | -36.0% | -0.6% | -35.3% | -35.4% |
| YTD | +18.7% | +1.3% | +17.4% | +19.4% |
| 1Y | +19.8% | +1.3% | +18.5% | +20.5% |
| All | +297.3% | +16.8% | +280.5% | +280.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling