+58.1%
EQT vs SUI
+123.0%
-64.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.6% |
| 7D | +6.9% | -1.5% | +8.4% | +7.3% |
| 30D | +0.4% | +3.7% | -3.3% | -0.6% |
| 3M | -2.0% | -0.4% | -1.6% | -2.2% |
| 6M | -5.0% | -2.8% | -2.2% | -4.7% |
| YTD | -0.3% | -1.6% | +1.3% | -0.6% |
| 1Y | -11.3% | -2.1% | -9.2% | -11.4% |
| 3Y | +38.3% | +18.5% | +19.9% | +29.9% |
| 5Y | +166.4% | -26.5% | +192.9% | +175.2% |
| All | +58.1% | +123.0% | -64.9% | +32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling