+1,072.5%
HAS vs SUI
+4,037.5%
-2,965.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.8% | -2.8% | +1.0% | -0.9% |
| 30D | +2.3% | -1.2% | +3.4% | +2.6% |
| 3M | +10.4% | -1.7% | +12.1% | +10.8% |
| 6M | -3.2% | -10.5% | +7.2% | 0.0% |
| YTD | +15.4% | -1.8% | +17.2% | +15.7% |
| 1Y | +18.8% | -4.1% | +22.9% | +19.8% |
| 3Y | +43.9% | +11.3% | +32.7% | +36.6% |
| 5Y | +13.9% | -32.1% | +46.0% | +25.2% |
| 10Y | +56.4% | +110.4% | -54.0% | +18.7% |
| All | +1,072.5% | +4,037.5% | -2,965.0% | +334.6% |
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