+356.5%
EAT vs SUI
+118.5%
+238.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.1% |
| 7D | -2.6% | +6.2% | -8.9% | -5.8% |
| 30D | +11.5% | +8.6% | +2.9% | +5.9% |
| 3M | -9.1% | +1.0% | -10.1% | -10.3% |
| 6M | +40.4% | -2.6% | +43.0% | +40.7% |
| YTD | +43.9% | -0.1% | +44.1% | +41.6% |
| 1Y | +101.9% | +0.5% | +101.5% | +97.6% |
| 3Y | +489.9% | +15.3% | +474.6% | +406.9% |
| 5Y | +362.6% | -26.1% | +388.8% | +428.4% |
| All | +356.5% | +118.5% | +238.0% | +328.5% |
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