+144.6%
HST vs SUI
+117.1%
+27.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.0% |
| 7D | +0.6% | +3.4% | -2.8% | -1.1% |
| 30D | +14.5% | +4.6% | +9.9% | +11.6% |
| 3M | +15.4% | +1.6% | +13.8% | +14.0% |
| 6M | +22.0% | -3.5% | +25.4% | +23.0% |
| YTD | +54.9% | -1.0% | +55.9% | +53.9% |
| 1Y | +54.0% | -1.7% | +55.7% | +53.6% |
| 3Y | +90.4% | +18.4% | +72.1% | +68.2% |
| 5Y | +84.2% | -26.3% | +110.6% | +105.8% |
| 10Y | +144.6% | +123.3% | +21.3% | +69.3% |
| All | +144.6% | +117.1% | +27.5% | +69.3% |
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 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