+818.4%
CTAS vs SUI
+117.1%
+701.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | +0.7% | +3.4% | -2.7% | -0.9% |
| 30D | +11.3% | +4.6% | +6.7% | +8.9% |
| 3M | +11.4% | +1.6% | +9.8% | +10.3% |
| 6M | +35.6% | -3.5% | +39.1% | +37.5% |
| YTD | +20.7% | -1.0% | +21.7% | +20.8% |
| 1Y | +22.8% | -1.7% | +24.6% | +23.2% |
| 3Y | +73.4% | +18.4% | +55.1% | +54.0% |
| 5Y | +117.6% | -26.3% | +143.9% | +144.0% |
| 10Y | +818.4% | +123.3% | +695.1% | +625.4% |
| All | +818.4% | +117.1% | +701.3% | +625.4% |
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