+1,458.7%
ET vs SUI
+1,031.5%
+427.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +0.9% | -2.8% | +3.7% | +1.7% |
| 30D | +7.5% | -1.2% | +8.6% | +7.8% |
| 3M | +11.4% | -1.7% | +13.2% | +11.8% |
| 6M | +18.5% | -10.5% | +29.0% | +22.0% |
| YTD | +37.4% | -1.8% | +39.2% | +37.5% |
| 1Y | +30.9% | -4.1% | +35.0% | +31.7% |
| 3Y | +98.7% | +11.3% | +87.5% | +87.9% |
| 5Y | +230.7% | -32.1% | +262.8% | +257.1% |
| 10Y | +175.6% | +110.4% | +65.1% | +105.9% |
| All | +1,458.7% | +1,031.5% | +427.2% | +477.4% |
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