+0.2%
XLU vs SUI
-4.1%
+4.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +1.2% | -3.8% | +5.0% | +2.2% |
| 30D | +4.6% | +3.9% | +0.7% | +3.3% |
| 3M | +0.7% | +0.2% | +0.4% | +0.4% |
| 6M | -1.7% | -4.2% | +2.5% | -0.9% |
| YTD | +4.8% | -2.5% | +7.3% | +4.9% |
| 1Y | +0.2% | -4.0% | +4.2% | +0.7% |
| All | +0.2% | -4.1% | +4.3% | +0.7% |
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 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