+100.5%
HAS vs SUI
+115.7%
-15.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | 0.0% |
| 7D | -0.2% | +6.2% | -6.4% | -2.5% |
| 30D | +31.0% | +8.6% | +22.4% | +26.7% |
| 3M | +30.7% | +1.0% | +29.7% | +29.9% |
| 6M | +23.9% | -2.6% | +26.5% | +24.5% |
| YTD | +48.3% | -0.1% | +48.4% | +47.4% |
| 1Y | +60.2% | +0.5% | +59.8% | +58.7% |
| 3Y | +189.2% | +15.3% | +174.0% | +166.9% |
| 5Y | +50.4% | -26.1% | +76.6% | +63.4% |
| All | +100.5% | +115.7% | -15.3% | +57.7% |
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