+137.1%
HST vs SUI
+120.9%
+16.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | -1.3% | -2.4% | +1.2% | -0.1% |
| 30D | +13.4% | +3.3% | +10.0% | +11.2% |
| 3M | +16.7% | +0.7% | +16.0% | +15.7% |
| 6M | +24.0% | -4.1% | +28.1% | +25.5% |
| YTD | +54.0% | -1.8% | +55.8% | +53.6% |
| 1Y | +55.0% | -4.1% | +59.1% | +56.5% |
| 3Y | +89.3% | +17.4% | +71.9% | +67.9% |
| 5Y | +85.4% | -27.0% | +112.4% | +108.1% |
| 10Y | +137.1% | +121.2% | +16.0% | +64.8% |
| All | +137.1% | +120.9% | +16.3% | +64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling