+64.6%
EMR vs SUI
+12.1%
+52.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | -1.5% | -2.8% | +1.3% | -0.8% |
| 30D | -5.6% | -1.2% | -4.4% | -5.4% |
| 3M | +7.9% | -1.7% | +9.7% | +8.0% |
| 6M | +6.0% | -10.5% | +16.5% | +9.0% |
| YTD | +16.4% | -1.8% | +18.3% | +16.6% |
| 1Y | +16.6% | -4.1% | +20.7% | +17.5% |
| All | +64.6% | +12.1% | +52.5% | +56.2% |
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