+355.7%
SU vs GEN
+21.5%
+334.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +1.7% | -4.3% | +6.0% | +2.2% |
| 30D | +9.6% | +3.8% | +5.9% | +9.0% |
| 3M | +11.7% | +22.3% | -10.5% | +8.3% |
| 6M | +21.9% | +39.0% | -17.0% | +15.5% |
| YTD | +58.6% | +11.9% | +46.7% | +55.9% |
| 1Y | +66.5% | +4.5% | +62.0% | +65.6% |
| 3Y | +121.4% | +59.0% | +62.4% | +102.5% |
| 5Y | +355.7% | +22.0% | +333.7% | +331.2% |
| All | +355.7% | +21.5% | +334.3% | +331.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling