+8.7%
EQT vs SUI
-8.4%
+17.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | -1.2% | -4.1% | +2.9% | -0.7% |
| 30D | +1.1% | -3.2% | +4.2% | +1.5% |
| 3M | +4.8% | -8.4% | +13.2% | +5.5% |
| 6M | -10.6% | -14.4% | +3.8% | -9.3% |
| YTD | +3.4% | -5.5% | +9.0% | +3.2% |
| 1Y | +8.7% | -7.3% | +16.0% | +8.1% |
| All | +8.7% | -8.4% | +17.1% | +8.1% |
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