+351.3%
HBAN vs SUI
+4,072.7%
-3,721.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -0.1% | +3.4% | -3.6% | -2.3% |
| 30D | +3.4% | +4.6% | -1.2% | +0.1% |
| 3M | -9.1% | +1.6% | -10.7% | -10.5% |
| 6M | +0.1% | -3.5% | +3.6% | +1.3% |
| YTD | -6.0% | -1.0% | -5.0% | -6.8% |
| 1Y | +4.0% | -1.7% | +5.8% | +3.6% |
| 3Y | +74.5% | +18.4% | +56.1% | +49.4% |
| 5Y | +24.3% | -26.3% | +50.7% | +38.3% |
| 10Y | +107.3% | +123.3% | -16.0% | -1.5% |
| All | +351.3% | +4,072.7% | -3,721.4% | -57.9% |
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