+39.5%
XHB vs SUI
-32.0%
+71.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -1.3% | -2.8% | +1.5% | +0.1% |
| 30D | -6.9% | -1.2% | -5.7% | -6.4% |
| 3M | -1.3% | -1.7% | +0.5% | -0.9% |
| 6M | -6.8% | -10.5% | +3.7% | -1.8% |
| YTD | +0.7% | -1.8% | +2.6% | +0.9% |
| 1Y | -11.2% | -4.1% | -7.2% | -10.1% |
| 3Y | +25.3% | +11.3% | +14.1% | +14.0% |
| All | +39.5% | -32.0% | +71.5% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling