+56.8%
HAS vs SUI
+110.1%
-53.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.8% | -2.8% | +1.0% | -0.7% |
| 30D | +2.3% | -1.2% | +3.4% | +2.7% |
| 3M | +10.4% | -1.7% | +12.1% | +10.9% |
| 6M | -3.2% | -10.5% | +7.2% | +0.7% |
| YTD | +15.4% | -1.8% | +17.2% | +15.7% |
| 1Y | +18.8% | -4.1% | +22.9% | +19.9% |
| 3Y | +43.9% | +11.3% | +32.7% | +34.7% |
| 5Y | +13.9% | -32.1% | +46.0% | +27.7% |
| All | +56.8% | +110.1% | -53.3% | +27.1% |
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 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