+646.9%
HLT vs SUI
+353.6%
+293.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -3.3% | -2.8% | -0.5% | -2.3% |
| 30D | -4.1% | -1.2% | -2.9% | -3.7% |
| 3M | -7.9% | -1.7% | -6.2% | -7.6% |
| 6M | +2.2% | -10.5% | +12.6% | +5.9% |
| YTD | +8.5% | -1.8% | +10.3% | +8.7% |
| 1Y | +12.1% | -4.1% | +16.2% | +13.2% |
| 3Y | +107.6% | +11.3% | +96.3% | +94.4% |
| 5Y | +156.4% | -32.1% | +188.5% | +185.9% |
| 10Y | +566.3% | +110.4% | +455.8% | +410.1% |
| All | +646.9% | +353.6% | +293.3% | +372.2% |
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