+682.9%
HAL vs SUI
+4,171.7%
-3,488.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.6% |
| 7D | -11.1% | +8.8% | -19.9% | -14.3% |
| 30D | -2.4% | +8.9% | -11.4% | -6.2% |
| 3M | +0.8% | +2.0% | -1.3% | -0.7% |
| 6M | -22.8% | -0.6% | -22.2% | -23.4% |
| YTD | +14.5% | +1.3% | +13.2% | +12.2% |
| 1Y | +20.2% | +1.3% | +18.9% | +17.8% |
| 3Y | -15.2% | +16.3% | -31.5% | -23.4% |
| 5Y | +42.5% | -25.1% | +67.6% | +51.4% |
| 10Y | -16.5% | +121.1% | -137.6% | -45.7% |
| All | +682.9% | +4,171.7% | -3,488.8% | +105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling