+366.8%
GNRC vs SUI
+123.0%
+243.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | +7.9% | -1.5% | +9.4% | +8.7% |
| 30D | -3.7% | +3.7% | -7.4% | -6.5% |
| 3M | -11.9% | -0.4% | -11.6% | -12.9% |
| 6M | -28.6% | -2.8% | -25.8% | -29.3% |
| YTD | +39.9% | -1.6% | +41.5% | +37.1% |
| 1Y | +23.4% | -2.1% | +25.4% | +21.2% |
| 3Y | +84.2% | +18.5% | +65.8% | +56.4% |
| 5Y | -57.3% | -26.5% | -30.8% | -52.3% |
| All | +366.8% | +123.0% | +243.8% | +291.6% |
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 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