+58.1%
XLE vs SUI
+16.8%
+41.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | -10.3% | +8.8% | -19.1% | -11.3% |
| 30D | -3.3% | +8.9% | -12.3% | -4.5% |
| 3M | +8.2% | +2.0% | +6.1% | +7.9% |
| 6M | +5.0% | -0.6% | +5.7% | +5.1% |
| YTD | +40.6% | +1.3% | +39.2% | +39.8% |
| 1Y | +45.0% | +1.3% | +43.8% | +44.3% |
| All | +58.1% | +16.8% | +41.3% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling