+107.7%
XLRE vs SUI
+123.0%
-15.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | +0.8% | -1.5% | +2.3% | +1.7% |
| 30D | +6.9% | +3.7% | +3.2% | +4.4% |
| 3M | -0.8% | -0.4% | -0.4% | -1.0% |
| 6M | +2.1% | -2.8% | +4.9% | +3.1% |
| YTD | +12.6% | -1.6% | +14.2% | +12.7% |
| 1Y | +12.5% | -2.1% | +14.6% | +12.8% |
| 3Y | +44.2% | +18.5% | +25.7% | +25.2% |
| 5Y | +9.1% | -26.5% | +35.7% | +26.0% |
| All | +107.7% | +123.0% | -15.3% | +17.6% |
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