+186.6%
LH vs SUI
+104.3%
+82.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.1% |
| 7D | -0.8% | -3.1% | +2.3% | +0.6% |
| 30D | +2.0% | -2.3% | +4.3% | +3.0% |
| 3M | +24.3% | -2.8% | +27.1% | +25.6% |
| 6M | +21.1% | -12.4% | +33.4% | +28.2% |
| YTD | +30.4% | -3.3% | +33.8% | +31.8% |
| 1Y | +18.4% | -5.8% | +24.2% | +21.0% |
| 3Y | +65.5% | +12.5% | +53.0% | +51.5% |
| 5Y | +29.9% | -32.9% | +62.7% | +50.7% |
| 10Y | +186.6% | +104.4% | +82.2% | +123.9% |
| All | +186.6% | +104.3% | +82.3% | +123.9% |
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 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