+63.6%
HDB vs SUI
+117.1%
-53.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.6% |
| 7D | +12.7% | +3.4% | +9.3% | +11.5% |
| 30D | +16.6% | +4.6% | +12.0% | +14.9% |
| 3M | +10.8% | +1.6% | +9.2% | +10.1% |
| 6M | +3.8% | -3.5% | +7.3% | +4.7% |
| YTD | -28.9% | -1.0% | -27.9% | -29.0% |
| 1Y | -28.0% | -1.7% | -26.2% | -27.9% |
| 3Y | -7.2% | +18.4% | -25.5% | -14.6% |
| 5Y | -22.2% | -26.3% | +4.1% | -16.3% |
| 10Y | +63.6% | +123.3% | -59.8% | +37.2% |
| All | +63.6% | +117.1% | -53.6% | +37.2% |
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