+122.6%
HST vs SUI
+120.9%
+1.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | +3.6% | -3.8% | +7.4% | +5.5% |
| 30D | +9.9% | +3.9% | +6.0% | +7.5% |
| 3M | +12.9% | +0.2% | +12.7% | +12.2% |
| 6M | +22.9% | -4.2% | +27.0% | +24.3% |
| YTD | +52.4% | -2.5% | +54.9% | +52.6% |
| 1Y | +52.5% | -4.0% | +56.6% | +53.9% |
| 3Y | +87.4% | +16.5% | +70.9% | +66.8% |
| 5Y | +82.9% | -27.2% | +110.1% | +105.5% |
| All | +122.6% | +120.9% | +1.7% | +55.4% |
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