+122.5%
HSY vs SUI
+108.4%
+14.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | -3.3% | -2.8% | -0.5% | -2.4% |
| 30D | -2.8% | -1.2% | -1.6% | -2.5% |
| 3M | -4.5% | -1.7% | -2.7% | -3.9% |
| 6M | -24.2% | -10.5% | -13.7% | -21.5% |
| YTD | -2.7% | -1.8% | -0.9% | -2.4% |
| 1Y | -3.7% | -4.1% | +0.3% | -2.8% |
| 3Y | -11.5% | +11.3% | -22.7% | -16.4% |
| 5Y | +10.3% | -32.1% | +42.4% | +22.8% |
| All | +122.5% | +108.4% | +14.1% | +68.4% |
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