+267.7%
EQIX vs SUI
+118.5%
+149.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | +6.1% | +3.0% | +3.1% | +4.5% |
| 30D | +2.8% | +5.6% | -2.8% | -0.4% |
| 3M | +1.6% | +0.9% | +0.7% | +0.5% |
| 6M | -0.7% | -2.6% | +1.9% | -0.6% |
| YTD | +39.7% | -0.1% | +39.8% | +37.7% |
| 1Y | +30.6% | -1.4% | +32.0% | +29.5% |
| 3Y | +48.4% | +19.8% | +28.7% | +29.1% |
| 5Y | +46.0% | -25.8% | +71.8% | +62.2% |
| 10Y | +267.7% | +118.1% | +149.6% | +121.1% |
| All | +267.7% | +118.5% | +149.1% | +121.1% |
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