+75.5%
GNRC vs SUI
+17.8%
+57.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.6% |
| 7D | -13.1% | +3.4% | -16.6% | -13.7% |
| 30D | -19.2% | +4.6% | -23.8% | -20.2% |
| 3M | -11.8% | +1.6% | -13.4% | -12.3% |
| 6M | -32.5% | -3.5% | -29.1% | -32.2% |
| YTD | +33.3% | -1.0% | +34.3% | +32.4% |
| 1Y | +16.0% | -1.7% | +17.8% | +15.6% |
| 3Y | +75.5% | +18.4% | +57.2% | +51.0% |
| All | +75.5% | +17.8% | +57.8% | +51.0% |
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 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