+2,352.5%
ETR vs SUI
+4,109.4%
-1,756.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +0.4% | +6.2% | -5.8% | -1.4% |
| 30D | +7.5% | +8.6% | -1.0% | +4.8% |
| 3M | +4.4% | +1.0% | +3.4% | +3.9% |
| 6M | -1.5% | -2.6% | +1.0% | -1.2% |
| YTD | +21.8% | -0.1% | +21.9% | +21.2% |
| 1Y | +18.4% | +0.5% | +17.9% | +17.6% |
| 3Y | +148.5% | +15.3% | +133.3% | +134.7% |
| 5Y | +152.6% | -26.1% | +178.8% | +168.0% |
| 10Y | +354.5% | +117.8% | +236.6% | +269.8% |
| All | +2,352.5% | +4,109.4% | -1,756.9% | +1,245.7% |
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