+5,065.3%
LHX vs SUI
+4,037.5%
+1,027.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -2.0% | -2.8% | +0.9% | -1.0% |
| 30D | -9.9% | -1.2% | -8.8% | -9.6% |
| 3M | -16.5% | -1.7% | -14.7% | -16.1% |
| 6M | -29.6% | -10.5% | -19.1% | -27.0% |
| YTD | -11.6% | -1.8% | -9.7% | -11.3% |
| 1Y | -4.1% | -4.1% | 0.0% | -3.2% |
| 3Y | +53.3% | +11.3% | +42.0% | +44.0% |
| 5Y | +22.3% | -32.1% | +54.4% | +33.9% |
| 10Y | +231.9% | +110.4% | +121.4% | +135.8% |
| All | +5,065.3% | +4,037.5% | +1,027.8% | +1,336.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling