+146.1%
EFA vs SUI
+120.9%
+25.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +1.3% | -3.8% | +5.1% | +2.4% |
| 30D | +0.5% | +3.9% | -3.4% | -0.8% |
| 3M | -4.1% | +0.2% | -4.4% | -4.4% |
| 6M | +2.4% | -4.2% | +6.6% | +3.2% |
| YTD | +10.0% | -2.5% | +12.6% | +10.1% |
| 1Y | +11.4% | -4.0% | +15.4% | +12.0% |
| 3Y | +65.4% | +16.5% | +48.8% | +53.6% |
| 5Y | +49.6% | -27.2% | +76.8% | +59.2% |
| All | +146.1% | +120.9% | +25.2% | +108.8% |
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