+153.4%
EXE vs SUI
-4.7%
+158.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | +5.3% | -1.5% | +6.8% | +5.7% |
| 30D | -2.2% | +3.7% | -5.9% | -3.2% |
| 3M | -5.9% | -0.4% | -5.5% | -6.0% |
| 6M | -5.7% | -2.8% | -2.9% | -5.4% |
| YTD | -17.8% | -1.6% | -16.2% | -18.1% |
| 1Y | -23.1% | -2.1% | -21.1% | -23.3% |
| 3Y | +21.2% | +18.5% | +2.7% | +11.5% |
| 5Y | +78.8% | -26.5% | +105.3% | +88.1% |
| All | +153.4% | -4.7% | +158.1% | +145.6% |
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