+231.7%
XLI vs SUI
+120.9%
+110.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | +0.9% | -2.4% | +3.3% | +1.7% |
| 30D | +1.1% | +3.3% | -2.3% | -0.4% |
| 3M | -7.7% | +0.7% | -8.4% | -8.3% |
| 6M | -1.8% | -4.1% | +2.3% | -1.1% |
| YTD | +11.1% | -1.8% | +12.9% | +10.7% |
| 1Y | +12.1% | -4.1% | +16.2% | +12.7% |
| 3Y | +73.8% | +17.4% | +56.4% | +58.3% |
| 5Y | +73.8% | -27.0% | +100.8% | +88.2% |
| 10Y | +231.7% | +121.2% | +110.5% | +168.6% |
| All | +231.7% | +120.9% | +110.8% | +168.6% |
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