+513.3%
XRT vs SUI
+1,127.0%
-613.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +0.8% | -2.8% | +3.6% | +2.1% |
| 30D | -4.2% | -1.2% | -3.0% | -3.7% |
| 3M | +5.1% | -1.7% | +6.8% | +5.6% |
| 6M | +2.4% | -10.5% | +12.9% | +7.1% |
| YTD | +3.2% | -1.8% | +5.0% | +3.5% |
| 1Y | +1.5% | -4.1% | +5.6% | +2.6% |
| 3Y | +40.6% | +11.3% | +29.3% | +30.1% |
| 5Y | -1.0% | -32.1% | +31.1% | +12.8% |
| 10Y | +128.4% | +110.4% | +18.0% | +49.3% |
| All | +513.3% | +1,127.0% | -613.7% | +59.6% |
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