+65.6%
LH vs SUI
+12.1%
+53.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.3% |
| 7D | -2.5% | -2.8% | +0.4% | -1.5% |
| 30D | +4.3% | -1.2% | +5.5% | +4.7% |
| 3M | +25.5% | -1.7% | +27.3% | +26.1% |
| 6M | +17.0% | -10.5% | +27.4% | +21.3% |
| YTD | +31.3% | -1.8% | +33.1% | +31.6% |
| 1Y | +20.0% | -4.1% | +24.1% | +21.1% |
| All | +65.6% | +12.1% | +53.5% | +51.1% |
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