+178.5%
EXE vs SUI
-4.9%
+183.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | -0.3% | -2.8% | +2.6% | +0.4% |
| 30D | +8.5% | -1.2% | +9.6% | +8.7% |
| 3M | +5.5% | -1.7% | +7.2% | +5.7% |
| 6M | -5.9% | -10.5% | +4.6% | -3.6% |
| YTD | -9.7% | -1.8% | -7.9% | -9.8% |
| 1Y | +3.6% | -4.1% | +7.7% | +4.0% |
| 3Y | +18.0% | +11.3% | +6.8% | +11.1% |
| 5Y | +109.4% | -32.1% | +141.5% | +126.5% |
| All | +178.5% | -4.9% | +183.4% | +170.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling