+2,279.7%
ETR vs SUI
+4,037.5%
-1,757.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | +1.4% | -2.8% | +4.3% | +2.3% |
| 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% | +5.0% |
| YTD | +18.2% | -1.8% | +20.0% | +18.4% |
| 1Y | +24.7% | -4.1% | +28.8% | +25.7% |
| 3Y | +150.7% | +11.3% | +139.4% | +139.2% |
| 5Y | +127.0% | -32.1% | +159.1% | +147.1% |
| 10Y | +295.5% | +110.4% | +185.0% | +225.3% |
| All | +2,279.7% | +4,037.5% | -1,757.8% | +1,214.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling