+647.9%
HBM vs SUI
+104.7%
+543.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.7% | -0.1% |
| 7D | +5.5% | -4.3% | +9.8% | +7.2% |
| 30D | +3.3% | -2.1% | +5.4% | +4.0% |
| 3M | +12.7% | -6.1% | +18.8% | +14.6% |
| 6M | +28.2% | -12.8% | +40.9% | +34.0% |
| YTD | +45.3% | -4.6% | +49.9% | +46.3% |
| 1Y | +121.7% | -7.7% | +129.4% | +125.5% |
| 3Y | +523.5% | +10.9% | +512.6% | +476.8% |
| 5Y | +393.9% | -32.4% | +426.3% | +445.7% |
| 10Y | +647.9% | +105.7% | +542.2% | +679.0% |
| All | +647.9% | +104.7% | +543.1% | +679.0% |
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