+114.5%
HCA vs SUI
-25.9%
+140.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | +9.0% | +3.4% | +5.6% | +7.8% |
| 30D | +11.8% | +4.6% | +7.2% | +10.0% |
| 3M | +22.1% | +1.6% | +20.5% | +21.1% |
| 6M | +16.4% | -3.5% | +19.8% | +17.5% |
| YTD | +8.6% | -1.0% | +9.6% | +8.3% |
| 1Y | +10.6% | -1.7% | +12.3% | +10.5% |
| 3Y | +121.7% | +18.4% | +103.3% | +100.5% |
| 5Y | +114.5% | -26.3% | +140.8% | +150.5% |
| All | +114.5% | -25.9% | +140.4% | +150.5% |
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