+147.2%
EFA vs SUI
+107.6%
+39.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | +1.2% | -3.1% | +4.3% | +2.1% |
| 30D | -0.7% | -2.3% | +1.6% | -0.1% |
| 3M | +6.4% | -2.8% | +9.2% | +7.0% |
| 6M | +11.4% | -12.4% | +23.7% | +15.4% |
| YTD | +14.0% | -3.3% | +17.3% | +14.6% |
| 1Y | +20.2% | -5.8% | +26.0% | +21.6% |
| 3Y | +68.2% | +12.5% | +55.7% | +58.2% |
| 5Y | +54.8% | -32.9% | +87.7% | +69.0% |
| All | +147.2% | +107.6% | +39.6% | +112.8% |
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