+245.6%
CRH vs SUI
+101.8%
+143.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | -6.1% | -4.2% | -1.9% | -4.3% |
| 30D | -9.3% | -3.3% | -6.0% | -8.0% |
| 3M | -15.2% | -8.2% | -7.0% | -12.2% |
| 6M | -14.2% | -14.5% | +0.3% | -8.4% |
| YTD | -28.3% | -5.9% | -22.3% | -26.7% |
| 1Y | -21.8% | -9.7% | -12.1% | -18.8% |
| 3Y | +71.6% | +7.7% | +63.9% | +60.3% |
| 5Y | +96.6% | -31.9% | +128.5% | +125.3% |
| All | +245.6% | +101.8% | +143.8% | +211.3% |
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