+43.4%
XLK vs SUI
-2.0%
+45.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.6% |
| 7D | +0.9% | -2.8% | +3.7% | -0.1% |
| 30D | +0.7% | -1.2% | +1.9% | +0.3% |
| 3M | -2.9% | -1.7% | -1.2% | -3.3% |
| 6M | +34.3% | -10.5% | +44.7% | +32.7% |
| YTD | +30.4% | -1.8% | +32.2% | +30.7% |
| 1Y | +43.4% | -4.1% | +47.4% | +44.0% |
| All | +43.4% | -2.0% | +45.4% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling