+152.2%
XLE vs SUI
-25.7%
+177.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | -10.3% | +8.8% | -19.1% | -11.7% |
| 30D | -3.3% | +8.9% | -12.3% | -4.9% |
| 3M | +8.2% | +2.0% | +6.1% | +7.6% |
| 6M | +5.0% | -0.6% | +5.7% | +4.9% |
| YTD | +40.6% | +1.3% | +39.2% | +39.6% |
| 1Y | +45.0% | +1.3% | +43.8% | +44.0% |
| 3Y | +56.3% | +16.3% | +40.0% | +49.1% |
| 5Y | +152.2% | -25.1% | +177.3% | +159.9% |
| All | +152.2% | -25.7% | +177.9% | +159.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling