+380.4%
HBAN vs SUI
+4,037.5%
-3,657.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | +0.7% | -2.8% | +3.5% | +2.4% |
| 30D | -3.2% | -1.2% | -2.1% | -2.7% |
| 3M | +4.0% | -1.7% | +5.7% | +4.5% |
| 6M | +3.1% | -10.5% | +13.6% | +9.7% |
| YTD | 0.0% | -1.8% | +1.9% | +0.2% |
| 1Y | -1.2% | -4.1% | +2.9% | +0.1% |
| 3Y | +72.5% | +11.3% | +61.2% | +54.0% |
| 5Y | +39.3% | -32.1% | +71.4% | +63.6% |
| 10Y | +157.3% | +110.4% | +46.9% | +26.9% |
| All | +380.4% | +4,037.5% | -3,657.1% | -54.8% |
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