+929.6%
HIG vs SUI
+2,773.2%
-1,843.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.3% |
| 7D | +1.1% | +6.2% | -5.2% | -2.9% |
| 30D | +5.6% | +8.6% | -3.0% | -0.2% |
| 3M | -6.9% | +1.0% | -7.9% | -7.9% |
| 6M | +1.3% | -2.6% | +3.9% | +2.3% |
| YTD | -1.5% | -0.1% | -1.3% | -2.6% |
| 1Y | +6.6% | +0.5% | +6.1% | +4.9% |
| 3Y | +91.2% | +15.3% | +75.9% | +63.9% |
| 5Y | +106.1% | -26.1% | +132.2% | +127.2% |
| 10Y | +283.7% | +117.8% | +165.9% | +78.7% |
| All | +929.6% | +2,773.2% | -1,843.6% | -15.3% |
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