+165.3%
CNH vs SUI
+110.1%
+55.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.4% | +4.2% |
| 7D | +23.3% | -2.8% | +26.1% | +24.6% |
| 30D | +33.5% | -1.2% | +34.6% | +34.0% |
| 3M | +32.7% | -1.7% | +34.5% | +33.1% |
| 6M | +22.2% | -10.5% | +32.6% | +27.2% |
| YTD | +57.7% | -1.8% | +59.5% | +58.1% |
| 1Y | +28.0% | -4.1% | +32.1% | +29.2% |
| 3Y | +11.5% | +11.3% | +0.3% | +4.4% |
| 5Y | +11.9% | -32.1% | +44.0% | +25.2% |
| All | +165.3% | +110.1% | +55.2% | +128.0% |
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