+14.9%
XLK vs SUI
-2.0%
+16.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.5% |
| 7D | -4.3% | +3.4% | -7.7% | -3.0% |
| 30D | -15.0% | +4.6% | -19.6% | -13.3% |
| 3M | -9.2% | +1.6% | -10.8% | -8.3% |
| 6M | -3.5% | -3.5% | -0.1% | -3.2% |
| YTD | +17.7% | -1.0% | +18.7% | +18.5% |
| 1Y | +14.9% | -1.7% | +16.6% | +16.0% |
| All | +14.9% | -2.0% | +16.9% | +16.0% |
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