+252.4%
XLI vs SUI
+104.3%
+148.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | +1.0% | -3.1% | +4.1% | +2.1% |
| 30D | -5.8% | -2.3% | -3.5% | -5.1% |
| 3M | +0.7% | -2.8% | +3.5% | +1.3% |
| 6M | +3.2% | -12.4% | +15.5% | +7.6% |
| YTD | +13.0% | -3.3% | +16.3% | +13.7% |
| 1Y | +16.8% | -5.8% | +22.6% | +18.3% |
| 3Y | +72.4% | +12.5% | +59.9% | +59.9% |
| 5Y | +82.8% | -32.9% | +115.6% | +104.7% |
| 10Y | +252.4% | +104.4% | +148.0% | +196.5% |
| All | +252.4% | +104.3% | +148.1% | +196.5% |
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