+804.3%
XLK vs SUI
+104.7%
+699.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.4% |
| 7D | +2.3% | -4.3% | +6.6% | +3.8% |
| 30D | +0.8% | -2.1% | +3.0% | +1.4% |
| 3M | +4.1% | -6.1% | +10.2% | +5.6% |
| 6M | +34.8% | -12.8% | +47.5% | +40.1% |
| YTD | +30.8% | -4.6% | +35.4% | +31.5% |
| 1Y | +42.4% | -7.7% | +50.0% | +44.3% |
| 3Y | +121.8% | +10.9% | +110.9% | +103.1% |
| 5Y | +146.6% | -32.4% | +179.0% | +174.9% |
| 10Y | +804.3% | +105.7% | +698.6% | +619.8% |
| All | +804.3% | +104.7% | +699.5% | +619.8% |
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 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