+64.8%
HCA vs SUI
-32.1%
+96.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | -2.8% | -3.1% | +0.3% | -1.7% |
| 30D | -2.7% | -2.3% | -0.4% | -2.0% |
| 3M | +11.5% | -2.8% | +14.3% | +12.5% |
| 6M | -24.3% | -12.4% | -11.9% | -20.8% |
| YTD | -13.6% | -3.3% | -10.3% | -13.0% |
| 1Y | -3.2% | -5.8% | +2.6% | -1.7% |
| 3Y | +50.4% | +12.5% | +37.9% | +38.9% |
| 5Y | +64.8% | -32.9% | +97.6% | +93.9% |
| All | +64.8% | -32.1% | +96.9% | +93.9% |
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