+94.6%
CRH vs SUI
-33.2%
+127.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -4.8% | -4.1% | -0.7% | -3.2% |
| 30D | -13.1% | -3.2% | -10.0% | -12.0% |
| 3M | -12.0% | -8.4% | -3.6% | -9.1% |
| 6M | -16.9% | -14.4% | -2.5% | -11.9% |
| YTD | -29.0% | -5.5% | -23.4% | -27.7% |
| 1Y | -20.3% | -7.3% | -13.0% | -18.4% |
| 3Y | +69.2% | +9.9% | +59.4% | +57.1% |
| 5Y | +94.6% | -31.6% | +126.2% | +128.7% |
| All | +94.6% | -33.2% | +127.8% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling