+489.9%
EAT vs SUI
+15.1%
+474.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.6% |
| 7D | -2.6% | +6.2% | -8.9% | -3.6% |
| 30D | +11.5% | +8.6% | +2.9% | +9.6% |
| 3M | -9.1% | +1.0% | -10.1% | -9.4% |
| 6M | +40.4% | -2.6% | +43.0% | +40.9% |
| YTD | +43.9% | -0.1% | +44.1% | +43.5% |
| 1Y | +101.9% | +0.5% | +101.5% | +100.8% |
| 3Y | +489.9% | +15.3% | +474.6% | +425.1% |
| All | +489.9% | +15.1% | +474.7% | +425.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling