+384.9%
GNRC vs SUI
+120.9%
+264.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.8% | +7.5% | +7.1% |
| 7D | +2.5% | -2.4% | +4.9% | +3.7% |
| 30D | -11.2% | +3.3% | -14.5% | -13.6% |
| 3M | -10.1% | +0.7% | -10.8% | -11.6% |
| 6M | -28.5% | -4.1% | -24.4% | -28.6% |
| YTD | +42.3% | -1.8% | +44.1% | +39.6% |
| 1Y | +22.8% | -4.1% | +26.9% | +22.1% |
| 3Y | +87.3% | +17.4% | +70.0% | +59.9% |
| 5Y | -56.9% | -27.0% | -29.9% | -51.6% |
| 10Y | +384.9% | +121.2% | +263.7% | +307.3% |
| All | +384.9% | +120.9% | +264.0% | +307.3% |
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