+280.0%
EMR vs SUI
+117.1%
+162.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | +0.7% | +3.4% | -2.7% | -0.5% |
| 30D | +3.5% | +4.6% | -1.1% | +1.6% |
| 3M | +5.9% | +1.6% | +4.3% | +4.9% |
| 6M | +19.4% | -3.5% | +22.9% | +19.9% |
| YTD | +27.7% | -1.0% | +28.7% | +27.0% |
| 1Y | +30.9% | -1.7% | +32.6% | +30.5% |
| 3Y | +104.2% | +18.4% | +85.8% | +85.8% |
| 5Y | +89.6% | -26.3% | +116.0% | +105.3% |
| 10Y | +280.0% | +123.3% | +156.7% | +216.1% |
| All | +280.0% | +117.1% | +162.9% | +216.1% |
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