-2.1%
SUI vs HRB
+13.5%
-15.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.4% | +1.1% |
| 7D | -1.5% | -5.1% | +3.6% | -0.9% |
| 30D | +3.7% | +8.7% | -4.9% | +3.1% |
| 3M | -0.4% | -5.4% | +5.0% | -0.1% |
| 6M | -2.8% | +41.6% | -44.3% | -4.8% |
| YTD | -1.6% | +18.7% | -20.3% | -1.1% |
| 1Y | -2.1% | +16.4% | -18.5% | -1.5% |
| All | -2.1% | +13.5% | -15.6% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling