+298.5%
XME vs SUI
+115.7%
+182.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.5% | +4.8% | +3.9% |
| 7D | -4.5% | +6.2% | -10.7% | -6.6% |
| 30D | -10.9% | +8.6% | -19.4% | -13.8% |
| 3M | -15.3% | +1.0% | -16.3% | -16.0% |
| 6M | -24.6% | -2.6% | -22.0% | -24.7% |
| YTD | -9.6% | -0.1% | -9.5% | -10.7% |
| 1Y | +2.9% | +0.5% | +2.4% | +1.4% |
| 3Y | +86.9% | +15.3% | +71.7% | +70.4% |
| 5Y | +115.2% | -26.1% | +141.3% | +130.7% |
| All | +298.5% | +115.7% | +182.8% | +278.1% |
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