+101.5%
HAS vs SUI
+118.9%
-17.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | 0.0% | +8.8% | -8.8% | -3.3% |
| 30D | +31.3% | +8.9% | +22.4% | +26.8% |
| 3M | +32.1% | +2.0% | +30.1% | +30.8% |
| 6M | +28.1% | -0.6% | +28.8% | +27.8% |
| YTD | +49.1% | +1.3% | +47.8% | +47.3% |
| 1Y | +60.5% | +1.3% | +59.3% | +58.6% |
| 3Y | +183.9% | +16.3% | +167.6% | +161.1% |
| 5Y | +51.2% | -25.1% | +76.3% | +63.3% |
| All | +101.5% | +118.9% | -17.4% | +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