+988.5%
XLE vs SUI
+1,733.5%
-745.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -10.3% | +8.8% | -19.1% | -13.2% |
| 30D | -3.3% | +8.9% | -12.3% | -6.6% |
| 3M | +8.2% | +2.0% | +6.1% | +6.8% |
| 6M | +5.0% | -0.6% | +5.7% | +4.4% |
| YTD | +40.6% | +1.3% | +39.2% | +38.3% |
| 1Y | +45.0% | +1.3% | +43.8% | +42.7% |
| 3Y | +56.3% | +16.3% | +40.0% | +42.9% |
| 5Y | +152.2% | -25.1% | +177.3% | +165.2% |
| 10Y | +173.0% | +121.1% | +51.9% | +81.8% |
| All | +988.5% | +1,733.5% | -745.0% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling