+12,708.0%
CTAS vs SUI
+4,171.7%
+8,536.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | +3.8% | +8.8% | -4.9% | +0.6% |
| 30D | +15.5% | +8.9% | +6.6% | +11.9% |
| 3M | +12.7% | +2.0% | +10.7% | +11.7% |
| 6M | +34.5% | -0.6% | +35.1% | +34.6% |
| YTD | +21.3% | +1.3% | +20.0% | +20.4% |
| 1Y | +23.1% | +1.3% | +21.8% | +22.1% |
| 3Y | +79.3% | +16.3% | +63.1% | +65.8% |
| 5Y | +114.7% | -25.1% | +139.8% | +130.8% |
| 10Y | +867.1% | +121.1% | +746.0% | +605.4% |
| All | +12,708.0% | +4,171.7% | +8,536.2% | +4,712.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling