+179.2%
XLE vs SUI
+123.0%
+56.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.7% |
| 7D | +5.4% | -1.5% | +6.9% | +5.9% |
| 30D | -3.9% | +3.7% | -7.7% | -5.2% |
| 3M | +7.0% | -0.4% | +7.4% | +6.7% |
| 6M | +14.2% | -2.8% | +17.0% | +14.5% |
| YTD | +48.2% | -1.6% | +49.8% | +47.5% |
| 1Y | +47.7% | -2.1% | +49.7% | +47.2% |
| 3Y | +70.0% | +18.5% | +51.5% | +56.0% |
| 5Y | +169.1% | -26.5% | +195.7% | +187.0% |
| All | +179.2% | +123.0% | +56.2% | +148.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling