+208.0%
EWY vs SUI
+118.5%
+89.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.5% | +4.5% |
| 7D | -10.4% | +6.2% | -16.6% | -12.0% |
| 30D | -25.4% | +8.6% | -34.0% | -27.5% |
| 3M | -16.5% | +1.0% | -17.5% | -17.2% |
| 6M | -24.7% | -2.6% | -22.1% | -25.2% |
| YTD | +40.9% | -0.1% | +41.1% | +38.5% |
| 1Y | +49.8% | +0.5% | +49.3% | +46.9% |
| 3Y | +134.8% | +15.3% | +119.6% | +114.2% |
| 5Y | +91.4% | -26.1% | +117.6% | +102.8% |
| All | +208.0% | +118.5% | +89.5% | +135.3% |
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