+235.5%
EWY vs SUI
+120.9%
+114.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +10.4% | -3.8% | +14.3% | +11.6% |
| 30D | -12.7% | +3.9% | -16.7% | -14.1% |
| 3M | -17.3% | +0.2% | -17.6% | -17.9% |
| 6M | -18.6% | -4.2% | -14.4% | -18.8% |
| YTD | +49.5% | -2.5% | +52.1% | +47.9% |
| 1Y | +55.0% | -4.0% | +59.0% | +54.1% |
| 3Y | +159.0% | +16.5% | +142.5% | +134.6% |
| 5Y | +102.5% | -27.2% | +129.7% | +115.1% |
| All | +235.5% | +120.9% | +114.6% | +157.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling