+276.0%
SU vs GFI
+1,031.8%
-755.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +0.1% |
| 7D | +2.1% | -7.0% | +9.0% | +2.4% |
| 30D | +5.1% | +9.6% | -4.5% | +4.5% |
| 3M | +12.3% | +20.8% | -8.5% | +10.8% |
| 6M | +16.8% | -3.2% | +20.0% | +16.3% |
| YTD | +58.2% | +3.9% | +54.2% | +56.3% |
| 1Y | +68.2% | +20.7% | +47.5% | +64.0% |
| 3Y | +118.2% | +282.7% | -164.5% | +94.8% |
| 5Y | +348.0% | +481.6% | -133.7% | +286.0% |
| 10Y | +276.0% | +1,034.1% | -758.1% | +227.3% |
| All | +276.0% | +1,031.8% | -755.9% | +227.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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