+181.7%
EQX vs SUI
+48.6%
+133.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -10.5% | -1.5% | -9.0% | -10.1% |
| 30D | +0.2% | +3.7% | -3.6% | -0.9% |
| 3M | -7.9% | -0.4% | -7.5% | -7.9% |
| 6M | -28.6% | -2.8% | -25.8% | -28.4% |
| YTD | -26.3% | -1.6% | -24.7% | -26.3% |
| 1Y | -20.2% | -2.1% | -18.2% | -20.2% |
| 3Y | +131.1% | +18.5% | +112.6% | +113.6% |
| 5Y | +21.7% | -26.5% | +48.2% | +26.2% |
| All | +181.7% | +48.6% | +133.1% | +124.6% |
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