+6,908.7%
CB vs SUI
+4,142.3%
+2,766.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.2% | -3.1% | +0.1% |
| 7D | +5.3% | +10.0% | -4.8% | +1.4% |
| 30D | +13.2% | +8.4% | +4.8% | +9.6% |
| 3M | +7.8% | +0.7% | +7.1% | +7.2% |
| 6M | +15.8% | -0.9% | +16.7% | +15.8% |
| YTD | +21.0% | +0.6% | +20.3% | +19.9% |
| 1Y | +32.2% | +0.8% | +31.4% | +30.9% |
| 3Y | +76.7% | +15.5% | +61.2% | +62.1% |
| 5Y | +110.4% | -25.9% | +136.2% | +124.3% |
| 10Y | +261.0% | +119.5% | +141.4% | +142.1% |
| All | +6,908.7% | +4,142.3% | +2,766.4% | +1,486.8% |
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