+148.5%
ETR vs SUI
+15.1%
+133.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +0.4% | +6.2% | -5.8% | -1.5% |
| 30D | +7.5% | +8.6% | -1.0% | +4.5% |
| 3M | +4.4% | +1.0% | +3.4% | +3.9% |
| 6M | -1.5% | -2.6% | +1.0% | -1.1% |
| YTD | +21.8% | -0.1% | +21.9% | +21.1% |
| 1Y | +18.4% | +0.5% | +17.9% | +17.4% |
| 3Y | +148.5% | +15.3% | +133.3% | +130.4% |
| All | +148.5% | +15.1% | +133.4% | +130.4% |
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 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