+298.6%
EQIX vs SUI
+120.9%
+177.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +1.3% | -2.4% | +3.8% | +2.5% |
| 30D | +3.4% | +3.3% | +0.1% | +1.3% |
| 3M | +3.9% | +0.7% | +3.3% | +2.9% |
| 6M | -0.7% | -4.1% | +3.4% | +0.2% |
| YTD | +41.5% | -1.8% | +43.3% | +40.6% |
| 1Y | +32.9% | -4.1% | +36.9% | +33.6% |
| 3Y | +48.3% | +17.4% | +30.9% | +30.4% |
| 5Y | +52.3% | -27.0% | +79.3% | +70.5% |
| 10Y | +298.6% | +121.2% | +177.4% | +146.1% |
| All | +298.6% | +120.9% | +177.7% | +146.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling