+232.3%
LHX vs SUI
+104.7%
+127.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.6% |
| 7D | -3.7% | -4.3% | +0.6% | -2.4% |
| 30D | -13.2% | -2.1% | -11.0% | -12.6% |
| 3M | -18.4% | -6.1% | -12.3% | -16.8% |
| 6M | -32.0% | -12.8% | -19.2% | -29.0% |
| YTD | -13.6% | -4.6% | -9.0% | -12.5% |
| 1Y | -6.0% | -7.7% | +1.7% | -3.9% |
| 3Y | +57.9% | +10.9% | +47.0% | +48.9% |
| 5Y | +19.2% | -32.4% | +51.6% | +31.6% |
| 10Y | +232.3% | +105.7% | +126.6% | +181.8% |
| All | +232.3% | +104.7% | +127.5% | +181.8% |
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 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