+1,286.6%
EME vs SUI
+104.3%
+1,182.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +2.9% |
| 7D | +5.2% | -3.1% | +8.3% | +6.0% |
| 30D | -5.4% | -2.3% | -3.0% | -4.9% |
| 3M | -6.1% | -2.8% | -3.3% | -6.1% |
| 6M | +9.7% | -12.4% | +22.0% | +12.8% |
| YTD | +26.6% | -3.3% | +29.9% | +26.3% |
| 1Y | +24.6% | -5.8% | +30.4% | +24.9% |
| 3Y | +249.6% | +12.5% | +237.1% | +222.4% |
| 5Y | +556.6% | -32.9% | +589.4% | +617.7% |
| 10Y | +1,286.6% | +104.4% | +1,182.2% | +1,158.1% |
| All | +1,286.6% | +104.3% | +1,182.3% | +1,158.1% |
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