+77.3%
EXE vs SUI
-27.8%
+105.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +3.6% | -3.8% | +7.4% | +4.4% |
| 30D | -4.3% | +3.9% | -8.3% | -5.3% |
| 3M | -7.7% | +0.2% | -7.9% | -7.9% |
| 6M | -7.2% | -4.2% | -3.1% | -6.6% |
| YTD | -18.5% | -2.5% | -16.0% | -18.6% |
| 1Y | -24.4% | -4.0% | -20.3% | -24.2% |
| 3Y | +21.6% | +16.5% | +5.1% | +12.0% |
| 5Y | +77.3% | -27.2% | +104.5% | +89.6% |
| All | +77.3% | -27.8% | +105.1% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling