+125.4%
SU vs EAT
+585.9%
-460.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +1.7% | -6.2% | +7.9% | +1.9% |
| 30D | +9.6% | -3.0% | +12.6% | +9.7% |
| 3M | +11.7% | +45.6% | -33.9% | +9.9% |
| 6M | +21.9% | +53.5% | -31.6% | +19.1% |
| YTD | +58.6% | +49.6% | +9.1% | +55.0% |
| 1Y | +66.5% | +38.9% | +27.6% | +63.6% |
| All | +125.4% | +585.9% | -460.5% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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