+169.4%
XLV vs SUI
+101.8%
+67.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.6% | -4.2% | +0.6% | -2.3% |
| 30D | -1.8% | -3.3% | +1.4% | -0.9% |
| 3M | +7.8% | -8.2% | +16.0% | +10.5% |
| 6M | +9.1% | -14.5% | +23.6% | +14.1% |
| YTD | +7.7% | -5.9% | +13.6% | +9.4% |
| 1Y | +20.4% | -9.7% | +30.1% | +23.7% |
| 3Y | +30.8% | +7.7% | +23.1% | +25.2% |
| 5Y | +34.6% | -31.9% | +66.5% | +47.3% |
| All | +169.4% | +101.8% | +67.5% | +138.0% |
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 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