+48.3%
XLE vs SUI
-2.0%
+50.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.9% |
| 7D | +2.2% | -2.8% | +5.0% | +2.2% |
| 30D | +11.8% | -1.2% | +13.0% | +11.7% |
| 3M | +9.8% | -1.7% | +11.6% | +9.9% |
| 6M | +15.6% | -10.5% | +26.1% | +16.6% |
| YTD | +45.3% | -1.8% | +47.1% | +44.7% |
| 1Y | +48.3% | -4.1% | +52.4% | +47.4% |
| All | +48.3% | -2.0% | +50.3% | +47.4% |
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