+882.5%
EME vs SUI
+120.9%
+761.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +11.3% | -3.8% | +15.2% | +12.3% |
| 30D | -14.6% | +3.9% | -18.5% | -15.7% |
| 3M | -20.4% | +0.2% | -20.6% | -20.9% |
| 6M | -28.3% | -4.2% | -24.1% | -28.3% |
| YTD | +8.6% | -2.5% | +11.1% | +7.6% |
| 1Y | +3.2% | -4.0% | +7.3% | +2.8% |
| 3Y | +216.8% | +16.5% | +200.2% | +187.2% |
| 5Y | +417.5% | -27.2% | +444.7% | +448.8% |
| All | +882.5% | +120.9% | +761.6% | +695.4% |
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