+62.7%
CVS vs SUI
+120.9%
-58.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | +12.0% | -2.4% | +14.4% | +12.6% |
| 30D | +2.8% | +3.3% | -0.6% | +1.6% |
| 3M | -3.6% | +0.7% | -4.2% | -4.1% |
| 6M | -1.6% | -4.1% | +2.5% | -1.0% |
| YTD | +16.3% | -1.8% | +18.1% | +15.9% |
| 1Y | +15.5% | -4.1% | +19.6% | +15.9% |
| 3Y | +48.1% | +17.4% | +30.7% | +38.7% |
| 5Y | +12.3% | -27.0% | +39.3% | +18.9% |
| 10Y | +62.7% | +121.2% | -58.5% | +41.4% |
| All | +62.7% | +120.9% | -58.2% | +41.4% |
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