-4.5%
LHX vs SUI
-2.0%
-2.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.1% |
| 7D | -2.4% | -2.8% | +0.4% | -1.6% |
| 30D | -10.4% | -1.2% | -9.2% | -10.1% |
| 3M | -16.9% | -1.7% | -15.1% | -16.3% |
| 6M | -29.9% | -10.5% | -19.5% | -28.2% |
| YTD | -12.0% | -1.8% | -10.1% | -11.1% |
| 1Y | -4.5% | -4.1% | -0.5% | -4.3% |
| All | -4.5% | -2.0% | -2.5% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling