+101.8%
GSK vs SUI
+117.1%
-15.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | +5.2% | +3.4% | +1.8% | +4.3% |
| 30D | +10.2% | +4.6% | +5.6% | +8.8% |
| 3M | -0.9% | +1.6% | -2.5% | -1.4% |
| 6M | +3.5% | -3.5% | +6.9% | +4.3% |
| YTD | +7.2% | -1.0% | +8.2% | +7.3% |
| 1Y | +12.0% | -1.7% | +13.7% | +12.3% |
| 3Y | +67.3% | +18.4% | +49.0% | +57.9% |
| 5Y | +45.3% | -26.3% | +71.6% | +53.8% |
| 10Y | +101.8% | +123.3% | -21.6% | +67.2% |
| All | +101.8% | +117.1% | -15.4% | +67.2% |
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