+195.6%
EQT vs SU
+349.6%
-154.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -1.2% | +1.7% | -2.8% | -2.1% |
| 30D | +1.1% | +9.6% | -8.5% | -4.0% |
| 3M | +4.8% | +11.7% | -6.9% | -1.8% |
| 6M | -10.6% | +21.9% | -32.5% | -20.8% |
| YTD | +3.4% | +58.6% | -55.2% | -21.2% |
| 1Y | +8.7% | +66.5% | -57.9% | -19.6% |
| 3Y | +35.0% | +121.4% | -86.5% | -18.4% |
| All | +195.6% | +349.6% | -154.0% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling