+300.1%
EXEL vs SUI
+1,618.1%
-1,318.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +8.4% | -2.8% | +11.2% | +10.1% |
| 30D | +4.1% | -1.2% | +5.2% | +4.7% |
| 3M | +12.4% | -1.7% | +14.2% | +13.2% |
| 6M | +41.5% | -10.5% | +52.0% | +49.8% |
| YTD | +34.6% | -1.8% | +36.5% | +34.6% |
| 1Y | +57.9% | -4.1% | +61.9% | +59.6% |
| 3Y | +159.5% | +11.3% | +148.2% | +131.4% |
| 5Y | +198.5% | -32.1% | +230.6% | +242.9% |
| 10Y | +411.4% | +110.4% | +300.9% | +147.2% |
| All | +300.1% | +1,618.1% | -1,318.0% | -65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling