+63.9%
CTVA vs SUI
+15.1%
+48.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | +2.2% | +6.2% | -4.0% | -0.1% |
| 30D | -17.6% | +8.6% | -26.2% | -20.2% |
| 3M | +3.4% | +1.0% | +2.4% | +2.9% |
| 6M | -2.6% | -2.6% | 0.0% | -1.8% |
| YTD | +19.1% | -0.1% | +19.2% | +18.5% |
| 1Y | +26.8% | +0.5% | +26.3% | +25.8% |
| 3Y | +63.9% | +15.3% | +48.6% | +41.7% |
| All | +63.9% | +15.1% | +48.7% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling