+202.7%
HPE vs SUI
+15.1%
+187.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.2% |
| 7D | -18.7% | +6.2% | -24.9% | -18.1% |
| 30D | -37.9% | +8.6% | -46.5% | -37.3% |
| 3M | -14.4% | +1.0% | -15.4% | -13.8% |
| 6M | +48.2% | -2.6% | +50.8% | +49.4% |
| YTD | +88.6% | -0.1% | +88.7% | +89.5% |
| 1Y | +94.8% | +0.5% | +94.3% | +95.5% |
| 3Y | +202.7% | +15.3% | +187.5% | +186.7% |
| All | +202.7% | +15.1% | +187.6% | +186.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling