-34.2%
CAG vs SUI
+117.1%
-151.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.1% |
| 7D | +6.6% | +3.4% | +3.2% | +5.7% |
| 30D | +13.9% | +4.6% | +9.3% | +12.7% |
| 3M | +4.0% | +1.6% | +2.4% | +3.7% |
| 6M | +10.0% | -3.5% | +13.5% | +11.0% |
| YTD | -6.1% | -1.0% | -5.1% | -5.9% |
| 1Y | -4.3% | -1.7% | -2.6% | -3.9% |
| 3Y | -34.6% | +18.4% | -52.9% | -37.4% |
| 5Y | -39.4% | -26.3% | -13.1% | -36.4% |
| 10Y | -34.2% | +123.3% | -157.5% | -50.0% |
| All | -34.2% | +117.1% | -151.3% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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