+310.8%
EAT vs SUI
+123.0%
+187.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | -0.2% |
| 7D | -4.0% | -1.5% | -2.5% | -3.2% |
| 30D | -2.9% | +3.7% | -6.6% | -5.4% |
| 3M | -16.9% | -0.4% | -16.5% | -17.3% |
| 6M | +57.0% | -2.8% | +59.7% | +57.3% |
| YTD | +38.2% | -1.6% | +39.8% | +37.1% |
| 1Y | +69.3% | -2.1% | +71.3% | +68.2% |
| 3Y | +483.0% | +18.5% | +464.5% | +390.7% |
| 5Y | +364.1% | -26.5% | +390.7% | +431.2% |
| All | +310.8% | +123.0% | +187.8% | +274.9% |
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