+406.1%
CAH vs SUI
+120.9%
+285.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.4% |
| 7D | +3.9% | -3.8% | +7.7% | +4.9% |
| 30D | +16.0% | +3.9% | +12.1% | +14.8% |
| 3M | +19.1% | +0.2% | +18.8% | +18.8% |
| 6M | +53.0% | -4.2% | +57.2% | +54.4% |
| YTD | +36.6% | -2.5% | +39.2% | +36.8% |
| 1Y | +37.4% | -4.0% | +41.4% | +38.2% |
| 3Y | +178.8% | +16.5% | +162.3% | +161.4% |
| 5Y | +498.6% | -27.2% | +525.8% | +539.1% |
| All | +406.1% | +120.9% | +285.2% | +326.5% |
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