+401.7%
HL vs SUI
+12.1%
+389.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +1.5% | -2.8% | +4.3% | +2.6% |
| 30D | +25.1% | -1.2% | +26.2% | +25.6% |
| 3M | +22.9% | -1.7% | +24.6% | +22.9% |
| 6M | -4.9% | -10.5% | +5.6% | -0.9% |
| YTD | +7.8% | -1.8% | +9.7% | +7.9% |
| 1Y | +133.9% | -4.1% | +138.0% | +135.6% |
| All | +401.7% | +12.1% | +389.6% | +349.1% |
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