+147.5%
HLT vs SUI
-33.5%
+181.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.3% |
| 7D | -1.5% | -4.3% | +2.8% | -0.1% |
| 30D | -1.2% | -2.1% | +0.9% | -0.6% |
| 3M | -10.3% | -6.1% | -4.2% | -8.7% |
| 6M | +1.3% | -12.8% | +14.0% | +5.6% |
| YTD | +7.0% | -4.6% | +11.7% | +8.3% |
| 1Y | +11.9% | -7.7% | +19.6% | +14.3% |
| 3Y | +100.7% | +10.9% | +89.7% | +88.0% |
| 5Y | +147.5% | -32.4% | +179.9% | +188.4% |
| All | +147.5% | -33.5% | +181.0% | +188.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling