+1,658.7%
HCA vs SUI
+540.6%
+1,118.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -3.1% | -2.8% | -0.2% | -1.8% |
| 30D | -1.1% | -1.2% | 0.0% | -0.8% |
| 3M | +12.2% | -1.7% | +13.9% | +12.9% |
| 6M | -25.3% | -10.5% | -14.9% | -21.9% |
| YTD | -12.9% | -1.8% | -11.1% | -12.8% |
| 1Y | -0.9% | -4.1% | +3.2% | +0.1% |
| 3Y | +47.6% | +11.3% | +36.4% | +35.7% |
| 5Y | +67.0% | -32.1% | +99.1% | +91.3% |
| 10Y | +471.4% | +110.4% | +361.0% | +285.6% |
| All | +1,658.7% | +540.6% | +1,118.1% | +572.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling