+4,661.5%
EOG vs SUI
+4,037.5%
+624.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.3% | -2.8% | +4.1% | +2.2% |
| 30D | +8.2% | -1.2% | +9.3% | +8.5% |
| 3M | +3.8% | -1.7% | +5.6% | +4.2% |
| 6M | +15.3% | -10.5% | +25.8% | +19.1% |
| YTD | +41.7% | -1.8% | +43.5% | +41.6% |
| 1Y | +23.6% | -4.1% | +27.6% | +24.2% |
| 3Y | +23.3% | +11.3% | +12.0% | +15.2% |
| 5Y | +170.4% | -32.1% | +202.5% | +193.7% |
| 10Y | +125.5% | +110.4% | +15.1% | +54.1% |
| All | +4,661.5% | +4,037.5% | +624.0% | +1,181.5% |
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