+126.5%
CHD vs SUI
+104.3%
+22.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -2.9% | -3.1% | +0.2% | -2.1% |
| 30D | -6.2% | -2.3% | -3.9% | -5.6% |
| 3M | +1.6% | -2.8% | +4.4% | +2.3% |
| 6M | -3.5% | -12.4% | +8.8% | -0.2% |
| YTD | +16.2% | -3.3% | +19.5% | +17.1% |
| 1Y | +3.4% | -5.8% | +9.2% | +4.8% |
| 3Y | +4.6% | +12.5% | -7.9% | -0.6% |
| 5Y | +21.1% | -32.9% | +54.0% | +32.2% |
| 10Y | +126.5% | +104.4% | +22.1% | +61.4% |
| All | +126.5% | +104.3% | +22.2% | +61.4% |
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