+58.1%
HDB vs SUI
+115.7%
-57.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.2% | +2.2% |
| 7D | +13.3% | +6.2% | +7.1% | +11.2% |
| 30D | +13.6% | +8.6% | +5.0% | +10.5% |
| 3M | +5.8% | +1.0% | +4.8% | +5.3% |
| 6M | -1.9% | -2.6% | +0.7% | -1.4% |
| YTD | -31.2% | -0.1% | -31.1% | -31.5% |
| 1Y | -29.6% | +0.5% | -30.0% | -30.0% |
| 3Y | -10.1% | +15.3% | -25.3% | -16.4% |
| 5Y | -24.3% | -26.1% | +1.8% | -18.7% |
| All | +58.1% | +115.7% | -57.6% | +36.1% |
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