+289.1%
ETR vs SUI
+108.4%
+180.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | +1.4% | -2.8% | +4.3% | +2.9% |
| 30D | +1.0% | -1.2% | +2.2% | +1.5% |
| 3M | -1.3% | -1.7% | +0.5% | -0.8% |
| 6M | +1.9% | -10.5% | +12.4% | +7.2% |
| YTD | +18.2% | -1.8% | +20.0% | +18.4% |
| 1Y | +24.7% | -4.1% | +28.8% | +26.1% |
| 3Y | +150.7% | +11.3% | +139.4% | +127.8% |
| 5Y | +127.0% | -32.1% | +159.1% | +167.7% |
| All | +289.1% | +108.4% | +180.7% | +137.4% |
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 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