+164.3%
EWY vs SUI
-2.0%
+166.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.4% |
| 7D | +4.8% | -2.8% | +7.6% | +3.1% |
| 30D | +11.7% | -1.2% | +12.8% | +10.9% |
| 3M | -7.4% | -1.7% | -5.7% | -7.6% |
| 6M | +40.6% | -10.5% | +51.0% | +40.1% |
| YTD | +94.3% | -1.8% | +96.1% | +95.1% |
| 1Y | +164.3% | -4.1% | +168.4% | +168.2% |
| All | +164.3% | -2.0% | +166.3% | +168.2% |
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