+163.9%
XLE vs SUI
+117.1%
+46.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -6.7% | +3.4% | -10.1% | -7.7% |
| 30D | -4.4% | +4.6% | -9.0% | -5.9% |
| 3M | +4.0% | +1.6% | +2.4% | +3.1% |
| 6M | +13.2% | -3.5% | +16.6% | +13.7% |
| YTD | +41.9% | -1.0% | +42.9% | +41.0% |
| 1Y | +41.6% | -1.7% | +43.4% | +41.1% |
| 3Y | +64.0% | +18.4% | +45.6% | +50.6% |
| 5Y | +158.1% | -26.3% | +184.5% | +175.2% |
| 10Y | +163.9% | +123.3% | +40.6% | +135.3% |
| All | +163.9% | +117.1% | +46.8% | +135.3% |
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 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