-20.8%
HAL vs SUI
+117.1%
-137.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -6.5% | +3.4% | -9.9% | -7.7% |
| 30D | -2.1% | +4.6% | -6.7% | -4.1% |
| 3M | -4.9% | +1.6% | -6.4% | -5.9% |
| 6M | -19.3% | -3.5% | -15.8% | -18.9% |
| YTD | +14.3% | -1.0% | +15.3% | +13.2% |
| 1Y | +17.3% | -1.7% | +19.0% | +16.5% |
| 3Y | -10.9% | +18.4% | -29.3% | -19.9% |
| 5Y | +47.4% | -26.3% | +73.7% | +59.7% |
| 10Y | -20.8% | +123.3% | -144.1% | -22.6% |
| All | -20.8% | +117.1% | -137.9% | -22.6% |
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