+2,226.8%
HON vs SUI
+4,037.5%
-1,810.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -3.6% | -2.8% | -0.8% | -2.6% |
| 30D | -15.3% | -1.2% | -14.1% | -15.0% |
| 3M | -7.9% | -1.7% | -6.2% | -7.6% |
| 6M | -18.1% | -10.5% | -7.6% | -15.0% |
| YTD | +3.8% | -1.8% | +5.7% | +4.1% |
| 1Y | +0.5% | -4.1% | +4.6% | +1.4% |
| 3Y | +19.8% | +11.3% | +8.5% | +12.2% |
| 5Y | +2.9% | -32.1% | +35.0% | +14.0% |
| 10Y | +134.6% | +110.4% | +24.2% | +64.2% |
| All | +2,226.8% | +4,037.5% | -1,810.7% | +552.3% |
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