+222.9%
EWY vs SU
+120.0%
+103.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.4% | +3.3% |
| 7D | -0.1% | +2.2% | -2.3% | -0.3% |
| 30D | +7.3% | +8.4% | -1.1% | +6.2% |
| 3M | -5.1% | +12.1% | -17.2% | -6.5% |
| 6M | +42.1% | +19.7% | +22.4% | +36.5% |
| YTD | +94.1% | +58.4% | +35.7% | +74.6% |
| 1Y | +147.8% | +67.2% | +80.6% | +119.9% |
| 3Y | +222.9% | +125.0% | +97.9% | +168.0% |
| All | +222.9% | +120.0% | +103.0% | +168.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling