+1,971.0%
SU vs GPN
+2,487.0%
-516.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | +2.2% | -4.6% | +6.8% | +3.7% |
| 30D | +8.4% | -0.3% | +8.7% | +8.3% |
| 3M | +12.1% | +35.4% | -23.3% | +0.2% |
| 6M | +19.7% | +21.7% | -2.0% | +9.6% |
| YTD | +58.4% | +14.9% | +43.5% | +46.3% |
| 1Y | +67.2% | +3.2% | +64.0% | +59.2% |
| 3Y | +125.0% | -27.1% | +152.2% | +133.0% |
| 5Y | +355.1% | -44.4% | +399.4% | +401.2% |
| 10Y | +263.7% | +27.0% | +236.7% | +205.7% |
| All | +1,971.0% | +2,487.0% | -516.0% | +1,019.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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