+49.5%
EQT vs SU
+267.8%
-218.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -1.2% | +1.7% | -2.8% | -1.9% |
| 30D | +1.1% | +9.6% | -8.5% | -3.2% |
| 3M | +4.8% | +11.7% | -6.9% | -0.8% |
| 6M | -10.6% | +21.9% | -32.5% | -19.1% |
| YTD | +3.4% | +58.6% | -55.2% | -17.3% |
| 1Y | +8.7% | +66.5% | -57.9% | -15.2% |
| 3Y | +35.0% | +121.4% | -86.5% | -9.6% |
| 5Y | +204.2% | +355.7% | -151.5% | +50.5% |
| All | +49.5% | +267.8% | -218.2% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling