+90.4%
EFV vs SUI
+18.2%
+72.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.2% |
| 7D | +2.5% | -1.5% | +4.0% | +2.8% |
| 30D | +2.9% | +3.7% | -0.8% | +2.1% |
| 3M | -1.4% | -0.4% | -1.0% | -1.5% |
| 6M | +5.5% | -2.8% | +8.3% | +5.8% |
| YTD | +16.1% | -1.6% | +17.7% | +16.0% |
| 1Y | +20.3% | -2.1% | +22.3% | +20.3% |
| 3Y | +90.4% | +18.5% | +71.9% | +78.6% |
| All | +90.4% | +18.2% | +72.3% | +78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling