+177.7%
XHB vs SUI
+1,068.2%
-890.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.7% |
| 7D | +1.3% | +6.2% | -4.9% | -2.1% |
| 30D | +7.8% | +8.6% | -0.8% | +2.7% |
| 3M | -5.5% | +1.0% | -6.5% | -6.2% |
| 6M | -2.6% | -2.6% | 0.0% | -1.9% |
| YTD | +0.4% | -0.1% | +0.5% | -0.6% |
| 1Y | -1.0% | +0.5% | -1.5% | -2.3% |
| 3Y | +37.3% | +15.3% | +22.0% | +22.0% |
| 5Y | +33.7% | -26.1% | +59.9% | +51.5% |
| 10Y | +256.9% | +117.8% | +139.1% | +104.3% |
| All | +177.7% | +1,068.2% | -890.5% | -47.7% |
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