+280.6%
XME vs SUI
+120.9%
+159.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | +1.5% | -2.4% | +4.0% | +2.4% |
| 30D | -7.3% | +3.3% | -10.6% | -8.8% |
| 3M | -17.4% | +0.7% | -18.1% | -18.1% |
| 6M | -21.8% | -4.1% | -17.7% | -21.5% |
| YTD | -6.0% | -1.8% | -4.2% | -6.6% |
| 1Y | +3.8% | -4.1% | +7.8% | +4.0% |
| 3Y | +100.0% | +17.4% | +82.6% | +80.7% |
| 5Y | +116.1% | -27.0% | +143.1% | +132.8% |
| 10Y | +280.6% | +121.2% | +159.4% | +242.3% |
| All | +280.6% | +120.9% | +159.7% | +242.3% |
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 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