+104.4%
SUI vs HRB
+213.0%
-108.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | -0.2% |
| 7D | -3.1% | -9.1% | +5.9% | -1.3% |
| 30D | -2.3% | +0.3% | -2.6% | -2.8% |
| 3M | -2.8% | +23.4% | -26.2% | -7.6% |
| 6M | -12.4% | +45.1% | -57.5% | -20.2% |
| YTD | -3.3% | +8.9% | -12.2% | -6.5% |
| 1Y | -5.8% | -7.9% | +2.1% | -5.5% |
| 3Y | +12.5% | +27.9% | -15.4% | +2.9% |
| 5Y | -32.9% | +108.3% | -141.2% | -46.2% |
| 10Y | +104.4% | +208.4% | -104.0% | +42.3% |
| All | +104.4% | +213.0% | -108.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HRB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling