+1,414.8%
HAS vs SUI
+4,171.7%
-2,756.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | 0.0% | +8.8% | -8.8% | -2.7% |
| 30D | +31.3% | +8.9% | +22.4% | +27.6% |
| 3M | +32.1% | +2.0% | +30.1% | +31.0% |
| 6M | +28.1% | -0.6% | +28.8% | +27.9% |
| YTD | +49.1% | +1.3% | +47.8% | +47.7% |
| 1Y | +60.5% | +1.3% | +59.3% | +59.0% |
| 3Y | +183.9% | +16.3% | +167.6% | +165.9% |
| 5Y | +51.2% | -25.1% | +76.3% | +61.1% |
| 10Y | +105.3% | +121.1% | -15.8% | +53.2% |
| All | +1,414.8% | +4,171.7% | -2,756.9% | +454.8% |
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