+1,440.7%
HAS vs SUI
+4,142.3%
-2,701.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +1.4% |
| 7D | +2.4% | +10.0% | -7.6% | -0.7% |
| 30D | +31.6% | +8.4% | +23.2% | +28.1% |
| 3M | +33.9% | +0.7% | +33.2% | +33.4% |
| 6M | +31.4% | -0.9% | +32.4% | +31.3% |
| YTD | +51.6% | +0.6% | +51.0% | +50.5% |
| 1Y | +65.2% | +0.8% | +64.4% | +63.8% |
| 3Y | +188.7% | +15.5% | +173.2% | +171.1% |
| 5Y | +55.7% | -25.9% | +81.6% | +66.4% |
| 10Y | +108.8% | +119.5% | -10.8% | +56.2% |
| All | +1,440.7% | +4,142.3% | -2,701.7% | +465.6% |
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