+946.2%
EWY vs SUI
+1,608.7%
-662.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.5% |
| 7D | -2.8% | -2.4% | -0.4% | -1.9% |
| 30D | -13.1% | +3.3% | -16.4% | -15.0% |
| 3M | -11.6% | +0.7% | -12.3% | -12.7% |
| 6M | -23.4% | -4.1% | -19.2% | -23.8% |
| YTD | +52.0% | -1.8% | +53.8% | +49.2% |
| 1Y | +58.6% | -4.1% | +62.7% | +57.1% |
| 3Y | +163.3% | +17.4% | +145.9% | +131.2% |
| 5Y | +108.7% | -27.0% | +135.7% | +122.2% |
| 10Y | +237.8% | +121.2% | +116.6% | +100.1% |
| All | +946.2% | +1,608.7% | -662.5% | +83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling