+2,193.9%
EAT vs SUI
+4,109.4%
-1,915.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.1% |
| 7D | -2.6% | +6.2% | -8.9% | -5.5% |
| 30D | +11.5% | +8.6% | +2.9% | +6.4% |
| 3M | -9.1% | +1.0% | -10.1% | -10.2% |
| 6M | +40.4% | -2.6% | +43.0% | +40.7% |
| YTD | +43.9% | -0.1% | +44.1% | +41.9% |
| 1Y | +101.9% | +0.5% | +101.5% | +98.2% |
| 3Y | +489.9% | +15.3% | +474.6% | +422.0% |
| 5Y | +362.6% | -26.1% | +388.8% | +412.1% |
| 10Y | +385.7% | +117.8% | +267.8% | +215.6% |
| All | +2,193.9% | +4,109.4% | -1,915.6% | +327.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling