+705.0%
ETN vs SUI
+104.7%
+600.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.3% | -1.2% |
| 7D | +6.2% | -4.3% | +10.5% | +7.7% |
| 30D | -6.7% | -2.1% | -4.5% | -6.1% |
| 3M | +3.6% | -6.1% | +9.7% | +4.9% |
| 6M | +18.3% | -12.8% | +31.1% | +22.9% |
| YTD | +31.5% | -4.6% | +36.1% | +32.2% |
| 1Y | +20.6% | -7.7% | +28.3% | +22.2% |
| 3Y | +82.5% | +10.9% | +71.6% | +67.3% |
| 5Y | +177.8% | -32.4% | +210.2% | +209.5% |
| 10Y | +705.0% | +105.7% | +599.3% | +587.3% |
| All | +705.0% | +104.7% | +600.3% | +587.3% |
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