+236.1%
EXEL vs SUI
+17.8%
+218.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -2.4% | +3.4% | -5.8% | -3.1% |
| 30D | +17.9% | +4.6% | +13.3% | +16.6% |
| 3M | +33.3% | +1.6% | +31.7% | +32.6% |
| 6M | +46.6% | -3.5% | +50.0% | +47.2% |
| YTD | +61.0% | -1.0% | +62.0% | +60.5% |
| 1Y | +70.4% | -1.7% | +72.2% | +70.2% |
| 3Y | +236.1% | +18.4% | +217.7% | +218.0% |
| All | +236.1% | +17.8% | +218.3% | +218.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling