+6,630.0%
HD vs SUI
+4,171.7%
+2,458.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.8% |
| 7D | +6.4% | +8.8% | -2.4% | +2.9% |
| 30D | +22.1% | +8.9% | +13.1% | +17.9% |
| 3M | -0.2% | +2.0% | -2.2% | -1.0% |
| 6M | +12.6% | -0.6% | +13.2% | +12.6% |
| YTD | +3.9% | +1.3% | +2.6% | +3.0% |
| 1Y | -3.7% | +1.3% | -5.0% | -4.5% |
| 3Y | +27.9% | +16.3% | +11.6% | +17.8% |
| 5Y | +7.8% | -25.1% | +32.9% | +16.9% |
| 10Y | +269.4% | +121.1% | +148.3% | +156.6% |
| All | +6,630.0% | +4,171.7% | +2,458.3% | +1,693.9% |
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 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