+5,134.6%
LHX vs SUI
+4,109.4%
+1,025.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.1% | +1.2% |
| 7D | -6.4% | +6.2% | -12.6% | -8.5% |
| 30D | +11.2% | +8.6% | +2.7% | +7.9% |
| 3M | -9.8% | +1.0% | -10.8% | -10.4% |
| 6M | -13.2% | -2.6% | -10.6% | -12.8% |
| YTD | -10.4% | -0.1% | -10.2% | -10.8% |
| 1Y | -7.3% | +0.5% | -7.8% | -8.0% |
| 3Y | +51.5% | +15.3% | +36.2% | +40.6% |
| 5Y | +28.2% | -26.1% | +54.3% | +36.0% |
| 10Y | +232.4% | +117.8% | +114.6% | +133.1% |
| All | +5,134.6% | +4,109.4% | +1,025.1% | +1,343.1% |
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