+42.2%
EQIX vs SUI
-26.3%
+68.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.2% |
| 7D | -0.1% | +6.2% | -6.3% | -3.0% |
| 30D | -1.8% | +8.6% | -10.4% | -6.2% |
| 3M | -3.4% | +1.0% | -4.3% | -4.4% |
| 6M | -6.0% | -2.6% | -3.4% | -5.8% |
| YTD | +34.2% | -0.1% | +34.3% | +32.3% |
| 1Y | +26.2% | +0.5% | +25.8% | +24.0% |
| 3Y | +41.7% | +15.3% | +26.4% | +23.7% |
| All | +42.2% | -26.3% | +68.5% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling