+373.4%
ETR vs SUI
+117.1%
+256.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.5% |
| 7D | +2.6% | +3.4% | -0.9% | +0.8% |
| 30D | +8.7% | +4.6% | +4.1% | +6.0% |
| 3M | +6.4% | +1.6% | +4.8% | +5.0% |
| 6M | +0.7% | -3.5% | +4.2% | +1.7% |
| YTD | +23.0% | -1.0% | +24.1% | +22.3% |
| 1Y | +17.9% | -1.7% | +19.6% | +17.6% |
| 3Y | +154.9% | +18.4% | +136.6% | +124.1% |
| 5Y | +157.3% | -26.3% | +183.6% | +187.7% |
| 10Y | +373.4% | +123.3% | +250.0% | +188.0% |
| All | +373.4% | +117.1% | +256.2% | +188.0% |
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