+2.9%
HAL vs SUI
+110.1%
-107.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +2.9% | -2.8% | +5.8% | +4.0% |
| 30D | +17.0% | -1.2% | +18.2% | +17.4% |
| 3M | -9.7% | -1.7% | -7.9% | -9.4% |
| 6M | +8.6% | -10.5% | +19.1% | +12.4% |
| YTD | +33.0% | -1.8% | +34.8% | +32.7% |
| 1Y | +68.3% | -4.1% | +72.4% | +69.0% |
| 3Y | +0.1% | +11.3% | -11.1% | -7.5% |
| 5Y | +102.6% | -32.1% | +134.7% | +128.0% |
| All | +2.9% | +110.1% | -107.2% | -1.8% |
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