+195.3%
EQT vs SUI
-33.5%
+228.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.4% |
| 7D | -2.0% | -4.3% | +2.3% | -0.6% |
| 30D | +1.0% | -2.1% | +3.2% | +1.7% |
| 3M | +4.0% | -6.1% | +10.1% | +6.1% |
| 6M | -11.7% | -12.8% | +1.1% | -7.9% |
| YTD | +2.8% | -4.6% | +7.5% | +3.7% |
| 1Y | +10.0% | -7.7% | +17.7% | +12.2% |
| 3Y | +34.1% | +10.9% | +23.2% | +23.9% |
| 5Y | +195.3% | -32.4% | +227.7% | +207.7% |
| All | +195.3% | -33.5% | +228.8% | +207.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling