+400.4%
HBM vs SUI
-32.1%
+432.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.2% | +6.3% |
| 7D | +7.4% | -3.1% | +10.5% | +8.6% |
| 30D | +5.1% | -2.3% | +7.4% | +5.9% |
| 3M | +11.1% | -2.8% | +13.9% | +11.6% |
| 6M | +30.2% | -12.4% | +42.6% | +36.5% |
| YTD | +46.2% | -3.3% | +49.5% | +46.4% |
| 1Y | +120.0% | -5.8% | +125.9% | +122.3% |
| 3Y | +527.4% | +12.5% | +514.9% | +462.2% |
| 5Y | +400.4% | -32.9% | +433.2% | +415.3% |
| All | +400.4% | -32.1% | +432.5% | +415.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling