+253.5%
HIG vs SUI
+120.9%
+132.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -0.1% | -3.8% | +3.7% | +1.6% |
| 30D | +4.4% | +3.9% | +0.4% | +2.5% |
| 3M | 0.0% | +0.2% | -0.2% | -0.3% |
| 6M | +3.8% | -4.2% | +8.0% | +5.4% |
| YTD | +0.7% | -2.5% | +3.2% | +1.2% |
| 1Y | +5.0% | -4.0% | +9.1% | +6.2% |
| 3Y | +95.3% | +16.5% | +78.8% | +76.2% |
| 5Y | +110.8% | -27.2% | +138.0% | +134.6% |
| All | +253.5% | +120.9% | +132.6% | +208.2% |
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