+416.6%
CAH vs SUI
+118.5%
+298.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +1.8% |
| 7D | +8.5% | +6.2% | +2.3% | +6.8% |
| 30D | +17.0% | +8.6% | +8.5% | +14.5% |
| 3M | +14.6% | +1.0% | +13.6% | +14.2% |
| 6M | +42.5% | -2.6% | +45.1% | +43.2% |
| YTD | +33.5% | -0.1% | +33.6% | +32.8% |
| 1Y | +38.5% | +0.5% | +38.1% | +37.6% |
| 3Y | +179.0% | +15.3% | +163.7% | +162.8% |
| 5Y | +507.2% | -26.1% | +533.3% | +545.8% |
| All | +416.6% | +118.5% | +298.1% | +352.4% |
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