+2,456.5%
EAT vs SUI
+4,037.5%
-1,581.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | 0.0% | -2.8% | +2.8% | +1.5% |
| 30D | +1.9% | -1.2% | +3.1% | +2.3% |
| 3M | +68.7% | -1.7% | +70.4% | +69.4% |
| 6M | +66.9% | -10.5% | +77.4% | +75.4% |
| YTD | +60.4% | -1.8% | +62.2% | +60.4% |
| 1Y | +44.0% | -4.1% | +48.1% | +45.3% |
| 3Y | +604.7% | +11.3% | +593.4% | +537.0% |
| 5Y | +347.0% | -32.1% | +379.1% | +418.5% |
| 10Y | +390.8% | +110.4% | +280.3% | +225.7% |
| All | +2,456.5% | +4,037.5% | -1,581.0% | +383.1% |
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 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