+677.4%
HLT vs SUI
+123.0%
+554.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +0.7% | -1.5% | +2.2% | +1.2% |
| 30D | +13.7% | +3.7% | +10.0% | +12.1% |
| 3M | +16.3% | -0.4% | +16.7% | +16.3% |
| 6M | +19.9% | -2.8% | +22.7% | +20.5% |
| YTD | +30.1% | -1.6% | +31.7% | +30.0% |
| 1Y | +38.5% | -2.1% | +40.6% | +38.7% |
| 3Y | +131.0% | +18.5% | +112.6% | +110.4% |
| 5Y | +163.7% | -26.5% | +190.2% | +187.6% |
| All | +677.4% | +123.0% | +554.4% | +543.4% |
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