+123.6%
EEM vs SUI
+120.9%
+2.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.6% |
| 7D | +0.7% | -2.4% | +3.1% | +1.3% |
| 30D | -6.2% | +3.3% | -9.6% | -7.2% |
| 3M | -5.2% | +0.7% | -5.9% | -5.7% |
| 6M | -8.1% | -4.1% | -4.0% | -7.8% |
| YTD | +14.0% | -1.8% | +15.8% | +13.4% |
| 1Y | +13.8% | -4.1% | +17.9% | +13.9% |
| 3Y | +73.7% | +17.4% | +56.3% | +60.8% |
| 5Y | +34.6% | -27.0% | +61.6% | +41.9% |
| 10Y | +123.6% | +121.2% | +2.4% | +79.0% |
| All | +123.6% | +120.9% | +2.7% | +79.0% |
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 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