+92.9%
HIG vs SUI
+16.6%
+76.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.8% |
| 7D | +1.1% | +6.2% | -5.2% | -0.7% |
| 30D | +5.6% | +8.6% | -3.0% | +3.0% |
| 3M | -6.9% | +1.0% | -7.9% | -7.3% |
| 6M | +1.3% | -2.6% | +3.9% | +1.8% |
| YTD | -1.5% | -0.1% | -1.3% | -1.8% |
| 1Y | +6.6% | +0.5% | +6.1% | +6.0% |
| All | +92.9% | +16.6% | +76.3% | +87.2% |
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 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