+122.9%
HIG vs SUI
-31.1%
+154.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | +0.3% | -2.8% | +3.1% | +1.1% |
| 30D | -3.2% | -1.2% | -2.0% | -2.9% |
| 3M | +9.1% | -1.7% | +10.9% | +9.6% |
| 6M | -1.8% | -10.5% | +8.7% | +1.2% |
| YTD | +1.8% | -1.8% | +3.6% | +2.0% |
| 1Y | +4.6% | -4.1% | +8.6% | +5.4% |
| 3Y | +101.6% | +11.3% | +90.4% | +92.7% |
| All | +122.9% | -31.1% | +154.0% | +150.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling