+69.3%
EAT vs SUI
-3.0%
+72.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | -4.0% | -1.5% | -2.5% | -3.9% |
| 30D | -2.9% | +3.7% | -6.6% | -3.1% |
| 3M | -16.9% | -0.4% | -16.5% | -16.7% |
| 6M | +57.0% | -2.8% | +59.7% | +57.4% |
| YTD | +38.2% | -1.6% | +39.8% | +38.8% |
| 1Y | +69.3% | -2.1% | +71.3% | +71.4% |
| All | +69.3% | -3.0% | +72.3% | +71.4% |
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