+235.9%
ET vs SUI
-32.0%
+267.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +0.9% | -2.8% | +3.7% | +1.5% |
| 30D | +7.5% | -1.2% | +8.6% | +7.7% |
| 3M | +11.4% | -1.7% | +13.2% | +11.7% |
| 6M | +18.5% | -10.5% | +29.0% | +21.0% |
| YTD | +37.4% | -1.8% | +39.2% | +37.4% |
| 1Y | +30.9% | -4.1% | +35.0% | +31.5% |
| 3Y | +98.7% | +11.3% | +87.5% | +90.9% |
| All | +235.9% | -32.0% | +267.9% | +251.2% |
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