+342.0%
EAT vs SUI
-32.0%
+373.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | 0.0% | -2.8% | +2.8% | +1.2% |
| 30D | +1.9% | -1.2% | +3.1% | +2.3% |
| 3M | +68.7% | -1.7% | +70.4% | +69.3% |
| 6M | +66.9% | -10.5% | +77.4% | +74.4% |
| YTD | +60.4% | -1.8% | +62.2% | +60.3% |
| 1Y | +44.0% | -4.1% | +48.1% | +45.2% |
| 3Y | +604.7% | +11.3% | +593.4% | +532.1% |
| All | +342.0% | -32.0% | +373.9% | +433.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling