+293.7%
CAH vs SUI
+104.3%
+189.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.3% |
| 7D | +0.5% | -3.1% | +3.6% | +1.3% |
| 30D | +1.7% | -2.3% | +4.0% | +2.3% |
| 3M | +17.9% | -2.8% | +20.7% | +18.6% |
| 6M | +10.9% | -12.4% | +23.3% | +14.6% |
| YTD | +17.9% | -3.3% | +21.2% | +18.4% |
| 1Y | +61.7% | -5.8% | +67.5% | +63.5% |
| 3Y | +183.7% | +12.5% | +171.3% | +168.7% |
| 5Y | +401.3% | -32.9% | +434.2% | +449.1% |
| 10Y | +293.7% | +104.4% | +189.3% | +238.2% |
| All | +293.7% | +104.3% | +189.3% | +238.2% |
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