+61.1%
GNRC vs SUI
+10.9%
+50.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.6% |
| 7D | +3.2% | -4.3% | +7.5% | +4.4% |
| 30D | -9.5% | -2.1% | -7.4% | -9.0% |
| 3M | -28.5% | -6.1% | -22.4% | -27.6% |
| 6M | -10.0% | -12.8% | +2.8% | -6.3% |
| YTD | +36.7% | -4.6% | +41.4% | +37.4% |
| 1Y | +2.6% | -7.7% | +10.3% | +4.3% |
| All | +61.1% | +10.9% | +50.2% | +44.6% |
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