+1,381.1%
XEL vs SUI
+4,037.5%
-2,656.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -1.0% | -2.8% | +1.9% | -0.2% |
| 30D | -1.9% | -1.2% | -0.7% | -1.6% |
| 3M | -1.9% | -1.7% | -0.2% | -1.5% |
| 6M | -7.4% | -10.5% | +3.0% | -4.7% |
| YTD | +4.1% | -1.8% | +5.9% | +4.4% |
| 1Y | +8.0% | -4.1% | +12.1% | +9.0% |
| 3Y | +48.4% | +11.3% | +37.1% | +42.1% |
| 5Y | +27.2% | -32.1% | +59.3% | +37.8% |
| 10Y | +146.8% | +110.4% | +36.4% | +100.8% |
| All | +1,381.1% | +4,037.5% | -2,656.5% | +653.0% |
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 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