+5,374.1%
CAH vs SUI
+4,037.5%
+1,336.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +5.4% | -2.8% | +8.2% | +6.2% |
| 30D | +3.3% | -1.2% | +4.5% | +3.6% |
| 3M | +22.8% | -1.7% | +24.5% | +23.3% |
| 6M | +11.3% | -10.5% | +21.7% | +14.5% |
| YTD | +21.1% | -1.8% | +23.0% | +21.2% |
| 1Y | +67.2% | -4.1% | +71.3% | +68.5% |
| 3Y | +195.6% | +11.3% | +184.4% | +180.7% |
| 5Y | +413.8% | -32.1% | +445.9% | +452.1% |
| 10Y | +309.6% | +110.4% | +199.1% | +209.3% |
| All | +5,374.1% | +4,037.5% | +1,336.6% | +1,903.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling