+914.2%
EME vs SUI
+117.1%
+797.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +6.3% |
| 7D | -8.8% | +3.4% | -12.2% | -9.7% |
| 30D | -18.2% | +4.6% | -22.8% | -19.4% |
| 3M | -20.2% | +1.6% | -21.8% | -21.0% |
| 6M | -29.9% | -3.5% | -26.4% | -30.1% |
| YTD | +5.7% | -1.0% | +6.7% | +4.4% |
| 1Y | -1.5% | -1.7% | +0.3% | -2.5% |
| 3Y | +208.4% | +18.4% | +190.1% | +178.6% |
| 5Y | +401.9% | -26.3% | +428.2% | +431.0% |
| 10Y | +914.2% | +123.3% | +790.9% | +715.8% |
| All | +914.2% | +117.1% | +797.1% | +715.8% |
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