+119.1%
SUI vs HRB
+226.2%
-107.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -3.8% | -7.8% | +4.0% | -2.2% |
| 30D | +3.9% | +15.7% | -11.8% | +0.8% |
| 3M | +0.2% | -5.5% | +5.7% | +1.2% |
| 6M | -4.2% | +41.1% | -45.3% | -11.6% |
| YTD | -2.5% | +20.4% | -22.9% | -7.8% |
| 1Y | -4.0% | +15.2% | -19.3% | -8.3% |
| 3Y | +16.5% | +24.3% | -7.8% | +7.7% |
| 5Y | -27.2% | +144.7% | -171.9% | -43.7% |
| All | +119.1% | +226.2% | -107.1% | +51.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling