-9.3%
LHX vs SUI
+1.6%
-10.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +5.2% | -11.6% | -7.9% |
| 7D | -0.3% | +10.0% | -10.4% | -3.5% |
| 30D | +9.7% | +8.4% | +1.2% | +6.6% |
| 3M | -8.5% | +0.7% | -9.2% | -8.8% |
| 6M | -15.1% | -0.9% | -14.2% | -14.9% |
| YTD | -10.4% | +0.6% | -11.1% | -10.4% |
| 1Y | -9.3% | +0.8% | -10.1% | -9.8% |
| All | -9.3% | +1.6% | -10.9% | -9.8% |
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