-18.9%
EXE vs SUI
+1.6%
-20.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.2% | -8.1% | -2.7% |
| 7D | -4.7% | +10.0% | -14.7% | -4.4% |
| 30D | +1.0% | +8.4% | -7.4% | +1.3% |
| 3M | -5.6% | +0.7% | -6.3% | -5.4% |
| 6M | -12.3% | -0.9% | -11.4% | -12.1% |
| YTD | -19.5% | +0.6% | -20.1% | -20.5% |
| 1Y | -18.9% | +0.8% | -19.6% | -19.2% |
| All | -18.9% | +1.6% | -20.5% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling