+164.3%
EWY vs SU
+70.8%
+93.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +5.9% | +4.4% |
| 7D | +4.8% | +2.9% | +1.9% | +5.2% |
| 30D | +11.7% | +7.2% | +4.5% | +12.5% |
| 3M | -7.4% | +2.8% | -10.2% | -5.4% |
| 6M | +40.6% | +18.2% | +22.4% | +36.0% |
| YTD | +94.3% | +54.0% | +40.3% | +74.4% |
| 1Y | +164.3% | +70.1% | +94.2% | +132.3% |
| All | +164.3% | +70.8% | +93.5% | +132.3% |
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