+76.8%
GSK vs SUI
+104.3%
-27.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.3% |
| 7D | -4.2% | -3.1% | -1.1% | -3.4% |
| 30D | -7.5% | -2.3% | -5.2% | -7.0% |
| 3M | -3.3% | -2.8% | -0.5% | -2.6% |
| 6M | -9.3% | -12.4% | +3.0% | -6.2% |
| YTD | +1.6% | -3.3% | +4.9% | +2.3% |
| 1Y | +25.5% | -5.8% | +31.3% | +27.1% |
| 3Y | +49.3% | +12.5% | +36.8% | +42.6% |
| 5Y | +46.7% | -32.9% | +79.5% | +59.5% |
| 10Y | +76.8% | +104.4% | -27.6% | +47.5% |
| All | +76.8% | +104.3% | -27.5% | +47.5% |
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