-6.8%
HDB vs SUI
+17.9%
-24.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +6.9% | -2.4% | +9.4% | +7.5% |
| 30D | +15.2% | +3.3% | +11.9% | +14.4% |
| 3M | +11.7% | +0.7% | +11.0% | +11.5% |
| 6M | +7.5% | -4.1% | +11.7% | +8.1% |
| YTD | -28.8% | -1.8% | -27.0% | -28.6% |
| 1Y | -29.1% | -4.1% | -25.0% | -28.7% |
| All | -6.8% | +17.9% | -24.7% | -8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling