+271.2%
EW vs SUI
+123.0%
+148.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +0.9% |
| 7D | +4.9% | -1.5% | +6.4% | +5.5% |
| 30D | +23.9% | +3.7% | +20.2% | +22.0% |
| 3M | +15.8% | -0.4% | +16.2% | +15.6% |
| 6M | +31.7% | -2.8% | +34.4% | +32.4% |
| YTD | +25.7% | -1.6% | +27.3% | +25.6% |
| 1Y | +24.4% | -2.1% | +26.5% | +24.5% |
| 3Y | +65.9% | +18.5% | +47.4% | +49.6% |
| 5Y | -7.6% | -26.5% | +18.9% | +1.4% |
| All | +271.2% | +123.0% | +148.2% | +225.4% |
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