+718.9%
THC vs SUI
+4,171.7%
-3,452.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | +5.9% | +8.8% | -2.9% | +1.8% |
| 30D | +10.8% | +8.9% | +1.9% | +6.3% |
| 3M | +9.4% | +2.0% | +7.4% | +8.1% |
| 6M | +53.3% | -0.6% | +53.9% | +52.9% |
| YTD | +44.2% | +1.3% | +42.8% | +41.8% |
| 1Y | +37.3% | +1.3% | +36.0% | +35.2% |
| 3Y | +421.6% | +16.3% | +405.3% | +368.9% |
| 5Y | +279.8% | -25.1% | +304.9% | +322.9% |
| 10Y | +1,513.9% | +121.1% | +1,392.8% | +1,011.3% |
| All | +718.9% | +4,171.7% | -3,452.9% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 all: compounded portfolio wealth divided by compounded SUI 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…
all analysis · Full analysis span regression · 6 months rolling