+544.5%
ETN vs SUI
+122.7%
+421.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -9.3% | +3.4% | -12.7% | -10.4% |
| 30D | -17.3% | +4.6% | -21.9% | -19.0% |
| 3M | -20.1% | +1.6% | -21.7% | -21.2% |
| 6M | -11.3% | -3.5% | -7.8% | -11.7% |
| YTD | +12.5% | -1.0% | +13.5% | +10.9% |
| 1Y | -5.6% | -1.7% | -3.9% | -6.7% |
| 3Y | +65.6% | +18.4% | +47.3% | +47.4% |
| 5Y | +122.4% | -26.3% | +148.8% | +138.5% |
| All | +544.5% | +122.7% | +421.8% | +432.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling