-4.9%
EQT vs SUI
+1.6%
-6.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.3% | -3.3% |
| 7D | -6.6% | +10.0% | -16.6% | -6.9% |
| 30D | +2.7% | +8.4% | -5.7% | +2.4% |
| 3M | -0.2% | +0.7% | -0.8% | +0.2% |
| 6M | -10.6% | -0.9% | -9.6% | -10.2% |
| YTD | -1.2% | +0.6% | -1.8% | -1.9% |
| 1Y | -4.9% | +0.8% | -5.6% | -5.1% |
| All | -4.9% | +1.6% | -6.5% | -5.1% |
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