+54.0%
LHX vs SUI
+9.4%
+44.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -4.3% | -4.2% | -0.1% | -3.3% |
| 30D | -15.1% | -3.3% | -11.9% | -14.5% |
| 3M | -21.0% | -8.2% | -12.8% | -19.4% |
| 6M | -32.0% | -14.5% | -17.5% | -29.7% |
| YTD | -15.3% | -5.9% | -9.4% | -14.2% |
| 1Y | -11.1% | -9.7% | -1.3% | -9.2% |
| 3Y | +54.0% | +7.7% | +46.3% | +50.8% |
| All | +54.0% | +9.4% | +44.6% | +50.8% |
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 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