+130.0%
HL vs SUI
+123.0%
+7.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.3% |
| 7D | -11.1% | -1.5% | -9.6% | -10.5% |
| 30D | -12.1% | +3.7% | -15.8% | -13.8% |
| 3M | -26.1% | -0.4% | -25.7% | -26.2% |
| 6M | -37.7% | -2.8% | -35.0% | -37.6% |
| YTD | -31.7% | -1.6% | -30.1% | -32.0% |
| 1Y | -11.6% | -2.1% | -9.6% | -11.8% |
| 3Y | +249.6% | +18.5% | +231.2% | +211.5% |
| 5Y | +108.5% | -26.5% | +135.0% | +128.3% |
| All | +130.0% | +123.0% | +7.0% | +102.4% |
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