+435.9%
HBM vs SUI
+17.9%
+417.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -1.3% | -2.4% | +1.2% | -0.9% |
| 30D | -14.8% | +3.3% | -18.2% | -15.4% |
| 3M | -20.7% | +0.7% | -21.4% | -20.9% |
| 6M | -13.9% | -4.1% | -9.8% | -13.6% |
| YTD | +10.6% | -1.8% | +12.4% | +10.3% |
| 1Y | +32.4% | -4.1% | +36.4% | +32.8% |
| All | +435.9% | +17.9% | +417.9% | +375.7% |
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 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