+527.3%
HBM vs SUI
+12.1%
+515.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.0% |
| 7D | +7.3% | -3.1% | +10.4% | +8.0% |
| 30D | +5.0% | -2.3% | +7.4% | +5.5% |
| 3M | +11.1% | -2.8% | +13.9% | +11.4% |
| 6M | +30.2% | -12.4% | +42.5% | +34.5% |
| YTD | +46.2% | -3.3% | +49.5% | +46.3% |
| 1Y | +120.0% | -5.8% | +125.8% | +121.8% |
| 3Y | +527.3% | +12.5% | +514.8% | +471.6% |
| All | +527.3% | +12.1% | +515.2% | +471.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling