+62.4%
EWY vs SU
+88.1%
-25.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -2.7% |
| 7D | -8.3% | -7.1% | -1.2% | -9.5% |
| 30D | -20.5% | +4.8% | -25.3% | -19.5% |
| 3M | -11.1% | +12.5% | -23.6% | -8.8% |
| 6M | -7.0% | +6.5% | -13.5% | -3.8% |
| YTD | +56.5% | +65.8% | -9.3% | +45.2% |
| 1Y | +62.4% | +86.2% | -23.7% | +50.0% |
| All | +62.4% | +88.1% | -25.7% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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