+144.4%
EFA vs SUI
+104.7%
+39.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -0.5% | -4.3% | +3.8% | +0.8% |
| 30D | -1.3% | -2.1% | +0.8% | -0.8% |
| 3M | +5.2% | -6.1% | +11.3% | +6.8% |
| 6M | +9.4% | -12.8% | +22.1% | +13.4% |
| YTD | +12.7% | -4.6% | +17.4% | +13.8% |
| 1Y | +19.3% | -7.7% | +27.0% | +21.4% |
| 3Y | +66.3% | +10.9% | +55.4% | +57.0% |
| 5Y | +53.4% | -32.4% | +85.8% | +67.0% |
| 10Y | +144.4% | +105.7% | +38.8% | +111.3% |
| All | +144.4% | +104.7% | +39.7% | +111.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling