-17.4%
HAL vs SUI
+120.9%
-138.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +2.6% | -3.8% | +6.5% | +4.1% |
| 30D | -0.1% | +3.9% | -4.0% | -1.9% |
| 3M | -1.1% | +0.2% | -1.4% | -1.7% |
| 6M | -20.7% | -4.2% | -16.6% | -20.2% |
| YTD | +17.5% | -2.5% | +20.1% | +17.1% |
| 1Y | +24.1% | -4.0% | +28.1% | +24.3% |
| 3Y | -8.4% | +16.5% | -24.9% | -17.2% |
| 5Y | +53.2% | -27.2% | +80.4% | +66.6% |
| All | -17.4% | +120.9% | -138.3% | -19.2% |
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