+200.1%
EXC vs SUI
+120.9%
+79.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -1.4% | -2.4% | +1.1% | -0.2% |
| 30D | +8.3% | +3.3% | +4.9% | +6.4% |
| 3M | +2.6% | +0.7% | +1.9% | +1.9% |
| 6M | +5.2% | -4.1% | +9.3% | +6.9% |
| YTD | +7.5% | -1.8% | +9.3% | +7.6% |
| 1Y | +3.2% | -4.1% | +7.2% | +4.4% |
| 3Y | +29.5% | +17.4% | +12.1% | +14.7% |
| 5Y | +39.7% | -27.0% | +66.7% | +56.9% |
| 10Y | +200.1% | +121.2% | +78.9% | +94.2% |
| All | +200.1% | +120.9% | +79.2% | +94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling