+2,885.1%
GPN vs SUI
+1,503.4%
+1,381.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.6% |
| 7D | +3.7% | +3.4% | +0.2% | +2.1% |
| 30D | +23.6% | +4.6% | +19.0% | +21.1% |
| 3M | +18.3% | +1.6% | +16.7% | +17.3% |
| 6M | +47.8% | -3.5% | +51.3% | +49.4% |
| YTD | +32.6% | -1.0% | +33.6% | +32.2% |
| 1Y | +36.0% | -1.7% | +37.7% | +36.0% |
| 3Y | -3.9% | +18.4% | -22.2% | -12.0% |
| 5Y | -19.4% | -26.3% | +7.0% | -11.9% |
| 10Y | +52.1% | +123.3% | -71.3% | +10.6% |
| All | +2,885.1% | +1,503.4% | +1,381.7% | +825.1% |
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