-19.2%
HAL vs SUI
+118.5%
-137.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | -12.0% | +6.2% | -18.2% | -14.0% |
| 30D | +0.3% | +8.6% | -8.3% | -3.0% |
| 3M | -1.6% | +1.0% | -2.6% | -2.5% |
| 6M | -20.5% | -2.6% | -17.9% | -20.4% |
| YTD | +14.2% | -0.1% | +14.4% | +12.8% |
| 1Y | +18.9% | +0.5% | +18.4% | +17.1% |
| 3Y | -13.7% | +15.3% | -29.0% | -21.5% |
| 5Y | +42.2% | -26.1% | +68.3% | +54.0% |
| All | -19.2% | +118.5% | -137.7% | -22.7% |
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 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