+55.0%
XEL vs SUI
+18.2%
+36.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +2.4% | -1.5% | +3.9% | +2.9% |
| 30D | +8.3% | +3.7% | +4.5% | +6.8% |
| 3M | +4.2% | -0.4% | +4.6% | +4.1% |
| 6M | +3.7% | -2.8% | +6.5% | +4.3% |
| YTD | +13.1% | -1.6% | +14.7% | +13.1% |
| 1Y | +5.0% | -2.1% | +7.0% | +5.2% |
| 3Y | +55.0% | +18.5% | +36.5% | +40.3% |
| All | +55.0% | +18.2% | +36.8% | +40.3% |
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