+107.5%
SUI vs HRB
+234.6%
-127.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.5% |
| 7D | -2.8% | -5.7% | +2.8% | -1.7% |
| 30D | -1.2% | +7.9% | -9.1% | -3.1% |
| 3M | -1.7% | +32.1% | -33.9% | -7.8% |
| 6M | -10.5% | +62.2% | -72.7% | -20.4% |
| YTD | -1.8% | +16.4% | -18.2% | -6.3% |
| 1Y | -4.1% | -0.3% | -3.8% | -5.3% |
| 3Y | +11.3% | +36.0% | -24.8% | +0.5% |
| 5Y | -32.1% | +125.2% | -157.3% | -46.4% |
| All | +107.5% | +234.6% | -127.1% | +42.5% |
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