+202.3%
EXEL vs SUI
-32.0%
+234.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +8.4% | -2.8% | +11.2% | +9.2% |
| 30D | +4.1% | -1.2% | +5.2% | +4.4% |
| 3M | +12.4% | -1.7% | +14.2% | +12.8% |
| 6M | +41.5% | -10.5% | +52.0% | +45.5% |
| YTD | +34.6% | -1.8% | +36.5% | +34.7% |
| 1Y | +57.9% | -4.1% | +61.9% | +58.9% |
| 3Y | +159.5% | +11.3% | +148.2% | +146.1% |
| All | +202.3% | -32.0% | +234.3% | +219.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling