+265.2%
SU vs EMB
+30.3%
+234.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -1.2% | +3.4% | +3.8% |
| 30D | +8.4% | -1.3% | +9.7% | +10.1% |
| 3M | +12.1% | -1.8% | +13.9% | +14.3% |
| 6M | +19.7% | +0.2% | +19.5% | +18.2% |
| YTD | +58.4% | +0.4% | +58.0% | +56.0% |
| 1Y | +67.2% | +2.8% | +64.4% | +59.3% |
| 3Y | +125.0% | +29.1% | +95.9% | +55.6% |
| 5Y | +355.1% | +6.3% | +348.8% | +340.3% |
| All | +265.2% | +30.3% | +234.8% | +172.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling