-20.2%
EQX vs SUI
-3.0%
-17.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -10.5% | -1.5% | -9.0% | -10.2% |
| 30D | +0.2% | +3.7% | -3.6% | -0.7% |
| 3M | -7.9% | -0.4% | -7.5% | -8.4% |
| 6M | -28.6% | -2.8% | -25.8% | -29.3% |
| YTD | -26.3% | -1.6% | -24.7% | -25.8% |
| 1Y | -20.2% | -2.1% | -18.2% | -19.0% |
| All | -20.2% | -3.0% | -17.2% | -19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling