+39.7%
HAL vs SUI
-26.3%
+66.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | -12.0% | +6.2% | -18.2% | -13.3% |
| 30D | +0.3% | +8.6% | -8.3% | -1.8% |
| 3M | -1.6% | +1.0% | -2.6% | -2.1% |
| 6M | -20.5% | -2.6% | -17.9% | -20.3% |
| YTD | +14.2% | -0.1% | +14.4% | +13.3% |
| 1Y | +18.9% | +0.5% | +18.4% | +17.7% |
| 3Y | -13.7% | +15.3% | -29.0% | -19.2% |
| All | +39.7% | -26.3% | +66.0% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling