+67.5%
HST vs SUI
+12.1%
+55.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -1.0% | -2.8% | +1.8% | -0.1% |
| 30D | -12.3% | -1.2% | -11.1% | -11.9% |
| 3M | -6.4% | -1.7% | -4.6% | -6.0% |
| 6M | +15.0% | -10.5% | +25.5% | +19.3% |
| YTD | +30.5% | -1.8% | +32.3% | +30.8% |
| 1Y | +35.7% | -4.1% | +39.8% | +37.0% |
| All | +67.5% | +12.1% | +55.5% | +58.9% |
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