+121.3%
HBM vs SUI
-2.0%
+123.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -1.0% |
| 7D | -6.4% | -2.8% | -3.5% | -7.0% |
| 30D | +5.9% | -1.2% | +7.1% | +5.7% |
| 3M | -8.9% | -1.7% | -7.2% | -8.8% |
| 6M | +10.7% | -10.5% | +21.1% | +10.3% |
| YTD | +38.3% | -1.8% | +40.1% | +40.3% |
| 1Y | +121.3% | -4.1% | +125.4% | +127.7% |
| All | +121.3% | -2.0% | +123.4% | +127.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling