+1,965.6%
EQT vs SUI
+4,037.5%
-2,071.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | +1.1% | -2.8% | +3.9% | +2.1% |
| 30D | +7.7% | -1.2% | +8.9% | +8.0% |
| 3M | +0.2% | -1.7% | +1.9% | +0.6% |
| 6M | -9.5% | -10.5% | +1.0% | -6.5% |
| YTD | +3.8% | -1.8% | +5.7% | +3.8% |
| 1Y | +7.8% | -4.1% | +11.8% | +8.5% |
| 3Y | +30.1% | +11.3% | +18.9% | +22.5% |
| 5Y | +188.6% | -32.1% | +220.7% | +216.8% |
| 10Y | +54.6% | +110.4% | -55.9% | +6.9% |
| All | +1,965.6% | +4,037.5% | -2,071.9% | +492.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling