+103.8%
EEM vs SUI
+118.5%
-14.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.6% |
| 7D | -2.8% | +6.2% | -9.0% | -4.3% |
| 30D | -11.9% | +8.6% | -20.5% | -14.0% |
| 3M | -8.8% | +1.0% | -9.7% | -9.3% |
| 6M | -11.6% | -2.6% | -9.0% | -11.7% |
| YTD | +9.0% | -0.1% | +9.1% | +8.0% |
| 1Y | +10.6% | +0.5% | +10.1% | +9.3% |
| 3Y | +64.4% | +15.3% | +49.1% | +53.1% |
| 5Y | +31.0% | -26.1% | +57.2% | +37.9% |
| All | +103.8% | +118.5% | -14.7% | +58.6% |
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 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