+963.3%
HIG vs SUI
+2,724.1%
-1,760.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.9% |
| 7D | +0.3% | -2.8% | +3.1% | +2.2% |
| 30D | -3.2% | -1.2% | -2.0% | -2.6% |
| 3M | +9.1% | -1.7% | +10.9% | +10.1% |
| 6M | -1.8% | -10.5% | +8.7% | +5.1% |
| YTD | +1.8% | -1.8% | +3.6% | +2.1% |
| 1Y | +4.6% | -4.1% | +8.6% | +6.1% |
| 3Y | +101.6% | +11.3% | +90.4% | +76.5% |
| 5Y | +124.5% | -32.1% | +156.6% | +162.8% |
| 10Y | +317.8% | +110.4% | +207.4% | +99.2% |
| All | +963.3% | +2,724.1% | -1,760.8% | -11.3% |
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