+136.6%
XLU vs SUI
+102.6%
+34.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -1.2% | -4.1% | +2.9% | +0.6% |
| 30D | -2.5% | -3.2% | +0.6% | -1.3% |
| 3M | -2.7% | -8.4% | +5.7% | +0.7% |
| 6M | -7.5% | -14.4% | +6.9% | -1.4% |
| YTD | +0.9% | -5.5% | +6.5% | +2.9% |
| 1Y | +3.3% | -7.3% | +10.6% | +5.9% |
| 3Y | +47.3% | +9.9% | +37.4% | +36.4% |
| 5Y | +44.4% | -31.6% | +76.0% | +64.2% |
| All | +136.6% | +102.6% | +34.0% | +54.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling