-1.5%
XHB vs SUI
-3.9%
+2.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | -2.4% | -3.8% | +1.4% | -0.9% |
| 30D | +7.1% | +3.9% | +3.1% | +5.5% |
| 3M | -6.0% | +0.2% | -6.2% | -6.3% |
| 6M | +2.1% | -4.2% | +6.2% | +2.6% |
| YTD | -0.6% | -2.5% | +1.9% | -0.8% |
| All | -1.5% | -3.9% | +2.4% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling