+150.1%
EXE vs SUI
-4.1%
+154.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.5% |
| 7D | -2.2% | +3.4% | -5.6% | -3.0% |
| 30D | -0.3% | +4.6% | -4.9% | -1.5% |
| 3M | -9.3% | +1.6% | -10.9% | -9.9% |
| 6M | -7.2% | -3.5% | -3.8% | -6.8% |
| YTD | -18.9% | -1.0% | -17.9% | -19.3% |
| 1Y | -21.7% | -1.7% | -20.0% | -21.9% |
| 3Y | +21.0% | +18.4% | +2.6% | +11.5% |
| 5Y | +76.0% | -26.3% | +102.3% | +85.0% |
| All | +150.1% | -4.1% | +154.2% | +142.0% |
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 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