+35.4%
HL vs SUI
+4,109.4%
-4,074.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.7% |
| 7D | +8.9% | +6.2% | +2.7% | +6.1% |
| 30D | -10.1% | +8.6% | -18.7% | -13.8% |
| 3M | -7.0% | +1.0% | -8.0% | -7.9% |
| 6M | -18.8% | -2.6% | -16.2% | -18.7% |
| YTD | -23.1% | -0.1% | -23.0% | -24.0% |
| 1Y | +8.9% | +0.5% | +8.4% | +7.3% |
| 3Y | +255.0% | +15.3% | +239.8% | +221.9% |
| 5Y | +151.5% | -26.1% | +177.6% | +177.3% |
| 10Y | +138.4% | +117.8% | +20.5% | +52.8% |
| All | +35.4% | +4,109.4% | -4,074.1% | -68.6% |
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