+91.3%
EWT vs SUI
-5.1%
+96.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -1.0% |
| 7D | +1.6% | -3.1% | +4.8% | +0.7% |
| 30D | +8.2% | -2.3% | +10.5% | +7.5% |
| 3M | +11.1% | -2.8% | +13.9% | +10.1% |
| 6M | +60.4% | -12.4% | +72.8% | +59.3% |
| YTD | +75.6% | -3.3% | +78.9% | +75.1% |
| 1Y | +91.3% | -5.8% | +97.1% | +92.5% |
| All | +91.3% | -5.1% | +96.4% | +92.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling