+2,048.5%
GNRC vs SUI
+1,245.2%
+803.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.2% |
| 7D | -13.1% | +3.4% | -16.6% | -15.0% |
| 30D | -19.2% | +4.6% | -23.8% | -21.9% |
| 3M | -11.8% | +1.6% | -13.4% | -13.6% |
| 6M | -32.5% | -3.5% | -29.1% | -32.9% |
| YTD | +33.3% | -1.0% | +34.3% | +30.4% |
| 1Y | +16.0% | -1.7% | +17.8% | +13.9% |
| 3Y | +75.5% | +18.4% | +57.2% | +50.8% |
| 5Y | -58.7% | -26.3% | -32.4% | -53.7% |
| 10Y | +351.2% | +123.3% | +227.8% | +179.9% |
| All | +2,048.5% | +1,245.2% | +803.4% | +578.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling