+83.1%
EAT vs SUI
-2.0%
+85.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.7% | -5.5% |
| 7D | -5.9% | +3.4% | -9.3% | -5.9% |
| 30D | +0.7% | +4.6% | -3.9% | +0.6% |
| 3M | -14.2% | +1.6% | -15.8% | -14.1% |
| 6M | +40.7% | -3.5% | +44.2% | +41.4% |
| YTD | +36.0% | -1.0% | +37.0% | +37.6% |
| 1Y | +83.1% | -1.7% | +84.8% | +85.2% |
| All | +83.1% | -2.0% | +85.0% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling