+71.2%
SU vs HIG
+5.1%
+66.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.8% |
| 7D | +3.6% | +0.3% | +3.3% | +3.6% |
| 30D | +7.9% | -3.2% | +11.1% | +7.7% |
| 3M | +3.5% | +9.1% | -5.6% | +4.8% |
| 6M | +19.0% | -1.8% | +20.7% | +19.3% |
| YTD | +55.0% | +1.8% | +53.2% | +55.9% |
| 1Y | +71.2% | +4.6% | +66.6% | +71.6% |
| All | +71.2% | +5.1% | +66.1% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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