+2,342.7%
HON vs SUI
+4,109.4%
-1,766.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.4% | +2.5% |
| 7D | +0.8% | +6.2% | -5.4% | -1.5% |
| 30D | +5.7% | +8.6% | -2.8% | +2.4% |
| 3M | -8.3% | +1.0% | -9.3% | -9.0% |
| 6M | -2.4% | -2.6% | +0.2% | -2.1% |
| YTD | +9.0% | -0.1% | +9.1% | +8.3% |
| 1Y | +9.2% | +0.5% | +8.7% | +8.2% |
| 3Y | +26.3% | +15.3% | +11.1% | +16.7% |
| 5Y | +9.1% | -26.1% | +35.3% | +16.9% |
| 10Y | +163.4% | +117.8% | +45.6% | +81.7% |
| All | +2,342.7% | +4,109.4% | -1,766.8% | +578.7% |
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