+1,335.7%
ET vs SUI
+1,031.9%
+303.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +1.8% | -2.4% | +4.2% | +2.5% |
| 30D | -3.0% | +3.3% | -6.3% | -4.2% |
| 3M | -4.7% | +0.7% | -5.4% | -5.3% |
| 6M | +2.7% | -4.1% | +6.8% | +3.3% |
| YTD | +26.5% | -1.8% | +28.4% | +26.1% |
| 1Y | +25.0% | -4.1% | +29.0% | +25.4% |
| 3Y | +85.4% | +17.4% | +68.0% | +72.2% |
| 5Y | +215.5% | -27.0% | +242.5% | +232.2% |
| 10Y | +161.3% | +121.2% | +40.1% | +92.0% |
| All | +1,335.7% | +1,031.9% | +303.9% | +429.8% |
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