+237.8%
XME vs SUI
+1,127.0%
-889.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -0.1% | -2.8% | +2.7% | +1.4% |
| 30D | +6.0% | -1.2% | +7.2% | +6.5% |
| 3M | -7.7% | -1.7% | -6.0% | -7.7% |
| 6M | +1.0% | -10.5% | +11.4% | +5.8% |
| YTD | +14.6% | -1.8% | +16.5% | +14.3% |
| 1Y | +46.0% | -4.1% | +50.0% | +46.7% |
| 3Y | +127.0% | +11.3% | +115.8% | +104.7% |
| 5Y | +175.8% | -32.1% | +207.9% | +216.5% |
| 10Y | +414.6% | +110.4% | +304.2% | +192.5% |
| All | +237.8% | +1,127.0% | -889.2% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling