+117.8%
SUI vs HRB
+249.6%
-131.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.8% | -0.6% |
| 7D | +6.2% | +2.7% | +3.5% | +5.6% |
| 30D | +8.6% | +22.1% | -13.5% | +4.1% |
| 3M | +1.0% | +15.7% | -14.7% | -2.5% |
| 6M | -2.6% | +83.3% | -85.9% | -15.5% |
| YTD | -0.1% | +25.0% | -25.1% | -6.2% |
| 1Y | +0.5% | +6.9% | -6.5% | -2.3% |
| 3Y | +15.3% | +39.0% | -23.8% | +3.8% |
| 5Y | -26.1% | +146.4% | -172.5% | -42.8% |
| All | +117.8% | +249.6% | -131.9% | +49.6% |
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