+86.6%
EMR vs SUI
+15.1%
+71.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -1.6% | +6.2% | -7.8% | -3.0% |
| 30D | +2.0% | +8.6% | -6.6% | -0.3% |
| 3M | +3.8% | +1.0% | +2.8% | +3.3% |
| 6M | +10.5% | -2.6% | +13.1% | +10.8% |
| YTD | +23.7% | -0.1% | +23.8% | +23.1% |
| 1Y | +25.4% | +0.5% | +24.9% | +24.6% |
| 3Y | +86.6% | +15.3% | +71.3% | +71.3% |
| All | +86.6% | +15.1% | +71.4% | +71.3% |
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