+45.1%
EOG vs SUI
-3.0%
+48.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | +4.6% | -2.4% | +7.0% | +4.5% |
| 30D | +2.9% | +3.3% | -0.5% | +3.0% |
| 3M | +8.0% | +0.7% | +7.3% | +8.1% |
| 6M | +17.0% | -4.1% | +21.1% | +17.5% |
| YTD | +51.1% | -1.8% | +52.9% | +48.2% |
| 1Y | +45.1% | -4.1% | +49.2% | +44.2% |
| All | +45.1% | -3.0% | +48.1% | +44.2% |
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