+224.3%
CTVA vs SUI
+16.1%
+208.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | -2.1% | -3.1% | +1.0% | -0.9% |
| 30D | +12.0% | -2.3% | +14.4% | +13.0% |
| 3M | +13.5% | -2.8% | +16.3% | +14.6% |
| 6M | +12.1% | -12.4% | +24.5% | +17.6% |
| YTD | +29.0% | -3.3% | +32.3% | +30.1% |
| 1Y | +18.9% | -5.8% | +24.7% | +20.9% |
| 3Y | +78.9% | +12.5% | +66.4% | +67.4% |
| 5Y | +105.2% | -32.9% | +138.1% | +130.9% |
| All | +224.3% | +16.1% | +208.1% | +270.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling