+15.3%
SUI vs HRB
+36.2%
-21.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.8% | -0.8% |
| 7D | +6.2% | +2.7% | +3.5% | +5.8% |
| 30D | +8.6% | +22.1% | -13.5% | +5.8% |
| 3M | +1.0% | +15.7% | -14.7% | -1.2% |
| 6M | -2.6% | +83.3% | -85.9% | -10.5% |
| YTD | -0.1% | +25.0% | -25.1% | -2.1% |
| 1Y | +0.5% | +6.9% | -6.5% | +1.5% |
| 3Y | +15.3% | +39.0% | -23.8% | +13.6% |
| All | +15.3% | +36.2% | -21.0% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling