+499.7%
HCA vs SUI
+104.7%
+394.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.5% |
| 7D | +4.9% | -4.3% | +9.2% | +6.9% |
| 30D | +1.9% | -2.1% | +4.0% | +2.7% |
| 3M | +12.7% | -6.1% | +18.8% | +15.7% |
| 6M | -22.3% | -12.8% | -9.6% | -17.8% |
| YTD | -9.3% | -4.6% | -4.7% | -8.1% |
| 1Y | +2.7% | -7.7% | +10.4% | +5.6% |
| 3Y | +57.8% | +10.9% | +46.9% | +44.6% |
| 5Y | +70.3% | -32.4% | +102.7% | +97.5% |
| 10Y | +499.7% | +105.7% | +394.0% | +381.3% |
| All | +499.7% | +104.7% | +394.9% | +381.3% |
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 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