+4,243.5%
HDB vs SUI
+1,329.3%
+2,914.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | +6.9% | -2.4% | +9.4% | +8.2% |
| 30D | +15.2% | +3.3% | +11.9% | +13.2% |
| 3M | +11.7% | +0.7% | +11.0% | +11.0% |
| 6M | +7.5% | -4.1% | +11.7% | +9.1% |
| YTD | -28.8% | -1.8% | -27.0% | -28.8% |
| 1Y | -29.1% | -4.1% | -25.0% | -28.3% |
| 3Y | -7.0% | +17.4% | -24.4% | -18.3% |
| 5Y | -22.1% | -27.0% | +5.0% | -14.8% |
| 10Y | +64.9% | +121.2% | -56.3% | -11.0% |
| All | +4,243.5% | +1,329.3% | +2,914.2% | +512.6% |
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