+155.2%
ETR vs SUI
+12.1%
+143.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | +1.4% | -2.8% | +4.3% | +2.4% |
| 30D | +1.0% | -1.2% | +2.2% | +1.3% |
| 3M | -1.3% | -1.7% | +0.5% | -0.9% |
| 6M | +1.9% | -10.5% | +12.4% | +5.4% |
| YTD | +18.2% | -1.8% | +20.0% | +18.4% |
| 1Y | +24.7% | -4.1% | +28.8% | +25.7% |
| All | +155.2% | +12.1% | +143.1% | +141.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling