+19.1%
XBI vs SUI
-26.2%
+45.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.0% | +3.2% |
| 7D | -2.4% | +6.2% | -8.6% | -5.3% |
| 30D | +1.3% | +8.6% | -7.3% | -3.0% |
| 3M | -1.5% | +1.0% | -2.5% | -2.4% |
| 6M | +10.7% | -2.6% | +13.3% | +10.9% |
| YTD | +25.0% | -0.1% | +25.1% | +23.2% |
| 1Y | +39.9% | +0.5% | +39.4% | +37.5% |
| 3Y | +119.2% | +15.3% | +103.9% | +93.2% |
| All | +19.1% | -26.2% | +45.3% | +40.4% |
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