+180.0%
XHB vs SUI
+1,058.0%
-877.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.4% |
| 7D | +1.2% | +3.4% | -2.3% | -0.7% |
| 30D | +8.9% | +4.6% | +4.3% | +6.0% |
| 3M | -4.2% | +1.6% | -5.7% | -5.2% |
| 6M | +1.4% | -3.5% | +4.8% | +2.6% |
| YTD | +1.2% | -1.0% | +2.2% | +0.8% |
| 1Y | -1.3% | -1.7% | +0.5% | -1.3% |
| 3Y | +36.6% | +18.4% | +18.2% | +19.4% |
| 5Y | +34.3% | -26.3% | +60.6% | +52.4% |
| 10Y | +241.1% | +123.3% | +117.7% | +92.6% |
| All | +180.0% | +1,058.0% | -877.9% | -47.0% |
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 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