+276.2%
HPE vs SUI
-26.4%
+302.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.7% | -3.8% |
| 7D | +7.9% | -1.5% | +9.3% | +8.0% |
| 30D | -23.5% | +3.7% | -27.2% | -24.0% |
| 3M | -19.1% | -0.4% | -18.7% | -19.2% |
| 6M | +51.4% | -2.8% | +54.2% | +51.1% |
| YTD | +103.4% | -1.6% | +105.1% | +102.1% |
| 1Y | +114.4% | -2.1% | +116.4% | +113.1% |
| 3Y | +224.7% | +18.5% | +206.2% | +196.8% |
| All | +276.2% | -26.4% | +302.7% | +312.0% |
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