+71.7%
HST vs SUI
-32.0%
+103.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -1.0% | -2.8% | +1.8% | +0.2% |
| 30D | -12.3% | -1.2% | -11.1% | -11.9% |
| 3M | -6.4% | -1.7% | -4.6% | -5.9% |
| 6M | +15.0% | -10.5% | +25.5% | +20.1% |
| YTD | +30.5% | -1.8% | +32.3% | +30.8% |
| 1Y | +35.7% | -4.1% | +39.8% | +37.1% |
| 3Y | +68.4% | +11.3% | +57.1% | +55.4% |
| All | +71.7% | -32.0% | +103.7% | +101.5% |
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