+1,472.6%
XLK vs SUI
+1,675.9%
-203.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +0.9% | -2.8% | +3.7% | +1.9% |
| 30D | +0.7% | -1.2% | +1.9% | +1.1% |
| 3M | -2.9% | -1.7% | -1.2% | -3.0% |
| 6M | +34.3% | -10.5% | +44.7% | +38.5% |
| YTD | +30.4% | -1.8% | +32.2% | +29.9% |
| 1Y | +43.4% | -4.1% | +47.4% | +43.5% |
| 3Y | +116.8% | +11.3% | +105.6% | +100.2% |
| 5Y | +144.0% | -32.1% | +176.1% | +167.9% |
| 10Y | +778.8% | +110.4% | +668.3% | +518.7% |
| All | +1,472.6% | +1,675.9% | -203.3% | +362.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling