+265.2%
SU vs GEN
+159.8%
+105.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | +2.2% | -1.3% | +3.5% | +2.4% |
| 30D | +8.4% | +6.1% | +2.3% | +7.3% |
| 3M | +12.1% | +27.0% | -14.9% | +7.5% |
| 6M | +19.7% | +43.9% | -24.2% | +11.9% |
| YTD | +58.4% | +13.0% | +45.4% | +54.1% |
| 1Y | +67.2% | +4.0% | +63.2% | +65.0% |
| 3Y | +125.0% | +66.2% | +58.9% | +102.2% |
| 5Y | +355.1% | +23.2% | +331.9% | +322.0% |
| All | +265.2% | +159.8% | +105.3% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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