+61.7%
CAH vs SUI
-5.1%
+66.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +2.4% |
| 3M | +17.9% | -2.8% | +20.7% | +18.5% |
| 6M | +10.9% | -12.4% | +23.3% | +13.9% |
| YTD | +17.9% | -3.3% | +21.2% | +17.0% |
| 1Y | +61.7% | -5.8% | +67.5% | +56.9% |
| All | +61.7% | -5.1% | +66.8% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling