-13.5%
HAL vs SUI
+16.8%
-30.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.4% |
| 7D | -11.1% | +8.8% | -19.9% | -12.3% |
| 30D | -2.4% | +8.9% | -11.4% | -3.9% |
| 3M | +0.8% | +2.0% | -1.3% | +0.3% |
| 6M | -22.8% | -0.6% | -22.2% | -22.9% |
| YTD | +14.5% | +1.3% | +13.2% | +13.5% |
| 1Y | +20.2% | +1.3% | +18.9% | +19.2% |
| All | -13.5% | +16.8% | -30.4% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling