+82.5%
EQX vs SUI
-33.5%
+116.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.0% | +2.2% |
| 7D | +1.7% | -4.3% | +6.0% | +3.5% |
| 30D | +11.1% | -2.1% | +13.2% | +12.1% |
| 3M | +23.1% | -6.1% | +29.2% | +25.7% |
| 6M | -21.8% | -12.8% | -9.1% | -17.7% |
| YTD | -8.1% | -4.6% | -3.5% | -7.0% |
| 1Y | +29.7% | -7.7% | +37.4% | +32.7% |
| 3Y | +179.9% | +10.9% | +169.0% | +151.4% |
| 5Y | +82.5% | -32.4% | +114.9% | +108.7% |
| All | +82.5% | -33.5% | +116.0% | +108.7% |
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