+9.3%
HON vs SUI
-26.3%
+35.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.4% | +2.4% |
| 7D | +0.8% | +6.2% | -5.4% | -1.1% |
| 30D | +5.7% | +8.6% | -2.8% | +3.0% |
| 3M | -8.3% | +1.0% | -9.3% | -8.8% |
| 6M | -2.4% | -2.6% | +0.2% | -2.1% |
| YTD | +9.0% | -0.1% | +9.1% | +8.5% |
| 1Y | +9.2% | +0.5% | +8.7% | +8.4% |
| 3Y | +26.3% | +15.3% | +11.1% | +18.0% |
| All | +9.3% | -26.3% | +35.6% | +16.8% |
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