+62,613.0%
SU vs GFI
+650.5%
+61,962.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.3% |
| 7D | +2.2% | -4.9% | +7.1% | +4.2% |
| 30D | +8.4% | +10.7% | -2.3% | +3.6% |
| 3M | +12.1% | +25.6% | -13.5% | +0.2% |
| 6M | +19.7% | -8.3% | +27.9% | +16.6% |
| YTD | +58.4% | +6.3% | +52.1% | +42.5% |
| 1Y | +67.2% | +22.1% | +45.2% | +38.4% |
| 3Y | +125.0% | +289.2% | -164.2% | +4.5% |
| 5Y | +355.1% | +531.7% | -176.6% | +49.9% |
| 10Y | +263.7% | +1,043.8% | -780.1% | -44.2% |
| All | +62,613.0% | +650.5% | +61,962.5% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling