+854.3%
EEM vs SUI
+1,132.1%
-277.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.0% |
| 7D | +2.3% | -2.8% | +5.2% | +3.6% |
| 30D | +4.5% | -1.2% | +5.7% | +5.0% |
| 3M | -0.1% | -1.7% | +1.7% | -0.1% |
| 6M | +16.9% | -10.5% | +27.4% | +21.6% |
| YTD | +26.2% | -1.8% | +28.1% | +25.7% |
| 1Y | +40.5% | -4.1% | +44.6% | +40.9% |
| 3Y | +86.2% | +11.3% | +74.9% | +69.0% |
| 5Y | +45.5% | -32.1% | +77.6% | +61.7% |
| 10Y | +128.6% | +110.4% | +18.2% | +34.3% |
| All | +854.3% | +1,132.1% | -277.8% | +83.1% |
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