+111.9%
EOG vs SUI
-27.1%
+139.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +7.4% | -3.8% | +11.2% | +8.0% |
| 30D | +2.3% | +3.9% | -1.7% | +1.5% |
| 3M | +9.5% | +0.2% | +9.2% | +9.2% |
| 6M | +17.7% | -4.2% | +21.8% | +18.2% |
| YTD | +52.9% | -2.5% | +55.4% | +52.8% |
| 1Y | +47.7% | -4.0% | +51.7% | +48.0% |
| 3Y | +41.1% | +16.5% | +24.6% | +34.2% |
| All | +111.9% | -27.1% | +139.0% | +118.8% |
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