+205.7%
XHB vs SUI
+104.3%
+101.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.6% |
| 7D | +0.2% | -3.1% | +3.3% | +1.9% |
| 30D | -9.1% | -2.3% | -6.8% | -8.0% |
| 3M | -2.3% | -2.8% | +0.5% | -1.3% |
| 6M | -4.1% | -12.4% | +8.2% | +2.3% |
| YTD | -1.7% | -3.3% | +1.6% | -0.7% |
| 1Y | -15.1% | -5.8% | -9.3% | -13.1% |
| 3Y | +26.8% | +12.5% | +14.3% | +14.8% |
| 5Y | +37.3% | -32.9% | +70.2% | +63.7% |
| 10Y | +205.7% | +104.4% | +101.3% | +147.2% |
| All | +205.7% | +104.3% | +101.3% | +147.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling