+197.7%
EXC vs SUI
+117.1%
+80.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.2% |
| 7D | +0.1% | +3.4% | -3.4% | -1.6% |
| 30D | +9.0% | +4.6% | +4.4% | +6.4% |
| 3M | +3.3% | +1.6% | +1.7% | +2.1% |
| 6M | +5.7% | -3.5% | +9.1% | +7.0% |
| YTD | +7.3% | -1.0% | +8.4% | +7.0% |
| 1Y | +2.9% | -1.7% | +4.7% | +2.9% |
| 3Y | +29.3% | +18.4% | +11.0% | +14.0% |
| 5Y | +40.1% | -26.3% | +66.4% | +56.6% |
| 10Y | +197.7% | +123.3% | +74.3% | +91.6% |
| All | +197.7% | +117.1% | +80.5% | +91.6% |
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