+380.2%
EFA vs SUI
+1,330.0%
-949.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.2% | +3.0% | -1.8% | +0.1% |
| 30D | +1.5% | +5.6% | -4.0% | -0.7% |
| 3M | -3.3% | +0.9% | -4.2% | -4.0% |
| 6M | +2.6% | -2.6% | +5.1% | +2.8% |
| YTD | +11.0% | -0.1% | +11.1% | +10.1% |
| 1Y | +15.1% | -1.4% | +16.5% | +14.7% |
| 3Y | +67.6% | +19.8% | +47.9% | +51.7% |
| 5Y | +50.5% | -25.8% | +76.2% | +60.2% |
| 10Y | +144.8% | +118.1% | +26.7% | +62.0% |
| All | +380.2% | +1,330.0% | -949.8% | +19.5% |
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