+106.1%
HBAN vs SUI
+120.9%
-14.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | -1.1% | -2.4% | +1.3% | -0.2% |
| 30D | +3.1% | +3.3% | -0.2% | +1.6% |
| 3M | -9.8% | +0.7% | -10.4% | -10.3% |
| 6M | +1.4% | -4.1% | +5.5% | +2.5% |
| YTD | -5.8% | -1.8% | -4.0% | -5.8% |
| 1Y | +4.2% | -4.1% | +8.3% | +5.1% |
| 3Y | +74.9% | +17.4% | +57.5% | +59.8% |
| 5Y | +21.7% | -27.0% | +48.7% | +32.6% |
| 10Y | +106.1% | +121.2% | -15.1% | +103.5% |
| All | +106.1% | +120.9% | -14.8% | +103.5% |
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