+462.9%
EXEL vs SUI
+115.7%
+347.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.7% | +1.6% |
| 7D | +0.3% | +6.2% | -6.0% | -1.3% |
| 30D | +19.0% | +8.6% | +10.5% | +16.4% |
| 3M | +33.3% | +1.0% | +32.3% | +32.7% |
| 6M | +42.9% | -2.6% | +45.5% | +43.3% |
| YTD | +58.7% | -0.1% | +58.9% | +57.9% |
| 1Y | +70.5% | +0.5% | +70.0% | +69.4% |
| 3Y | +233.8% | +15.3% | +218.6% | +216.0% |
| 5Y | +259.3% | -26.1% | +285.5% | +275.9% |
| All | +462.9% | +115.7% | +347.1% | +551.5% |
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