+64.5%
EXEL vs SUI
-3.0%
+67.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | -2.8% | -2.4% | -0.4% | -2.4% |
| 30D | +18.2% | +3.3% | +14.9% | +17.2% |
| 3M | +37.7% | +0.7% | +37.1% | +37.4% |
| 6M | +42.2% | -4.1% | +46.4% | +42.4% |
| YTD | +61.3% | -1.8% | +63.1% | +58.7% |
| 1Y | +64.5% | -4.1% | +68.5% | +64.8% |
| All | +64.5% | -3.0% | +67.5% | +64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling