+37.3%
XHB vs SUI
+15.1%
+22.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.9% |
| 7D | +1.3% | +6.2% | -4.9% | -1.2% |
| 30D | +7.8% | +8.6% | -0.8% | +4.1% |
| 3M | -5.5% | +1.0% | -6.5% | -6.0% |
| 6M | -2.6% | -2.6% | 0.0% | -2.1% |
| YTD | +0.4% | -0.1% | +0.5% | -0.3% |
| 1Y | -1.0% | +0.5% | -1.5% | -1.9% |
| 3Y | +37.3% | +15.3% | +22.0% | +22.2% |
| All | +37.3% | +15.1% | +22.2% | +22.2% |
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 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