+43.6%
EWZ vs SUI
+115.7%
-72.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.3% |
| 7D | -1.5% | +6.2% | -7.7% | -3.8% |
| 30D | -24.5% | +8.6% | -33.1% | -27.0% |
| 3M | -10.7% | +1.0% | -11.7% | -11.3% |
| 6M | -19.1% | -2.6% | -16.5% | -18.8% |
| YTD | +1.6% | -0.1% | +1.8% | +0.7% |
| 1Y | +4.3% | +0.5% | +3.8% | +3.0% |
| 3Y | +19.0% | +15.3% | +3.7% | +7.9% |
| 5Y | +57.7% | -26.1% | +83.8% | +72.2% |
| All | +43.6% | +115.7% | -72.2% | +8.5% |
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