+331.1%
EXEL vs SUI
+120.9%
+210.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -2.8% | -2.4% | -0.4% | -2.2% |
| 30D | +18.2% | +3.3% | +14.9% | +17.0% |
| 3M | +37.7% | +0.7% | +37.1% | +37.2% |
| 6M | +42.2% | -4.1% | +46.4% | +43.3% |
| YTD | +61.3% | -1.8% | +63.1% | +61.1% |
| 1Y | +64.5% | -4.1% | +68.5% | +65.3% |
| 3Y | +236.7% | +17.4% | +219.3% | +216.2% |
| 5Y | +296.3% | -27.0% | +323.3% | +317.1% |
| 10Y | +331.1% | +121.2% | +209.9% | +311.9% |
| All | +331.1% | +120.9% | +210.2% | +311.9% |
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