+409.5%
XME vs SUI
+104.3%
+305.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.7% |
| 7D | +3.6% | -3.1% | +6.7% | +4.8% |
| 30D | +3.6% | -2.3% | +6.0% | +4.5% |
| 3M | +1.2% | -2.8% | +4.0% | +1.7% |
| 6M | +9.0% | -12.4% | +21.4% | +13.8% |
| YTD | +15.9% | -3.3% | +19.2% | +16.4% |
| 1Y | +43.2% | -5.8% | +49.0% | +44.8% |
| 3Y | +137.4% | +12.5% | +124.9% | +118.8% |
| 5Y | +185.0% | -32.9% | +217.9% | +218.0% |
| 10Y | +409.5% | +104.4% | +305.1% | +348.9% |
| All | +409.5% | +104.3% | +305.1% | +348.9% |
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