+70.1%
SU vs EMB
+5.7%
+64.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +7.2% | -0.3% | +7.5% | +6.8% |
| 3M | +2.8% | -0.4% | +3.3% | +2.7% |
| 6M | +18.2% | +0.1% | +18.1% | +21.4% |
| YTD | +54.0% | +1.6% | +52.4% | +56.7% |
| 1Y | +70.1% | +5.6% | +64.5% | +66.5% |
| All | +70.1% | +5.7% | +64.4% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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