+250.0%
EQX vs SUI
+48.2%
+201.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.3% |
| 7D | -1.4% | -2.8% | +1.4% | -0.6% |
| 30D | +24.4% | -1.2% | +25.6% | +24.8% |
| 3M | +11.6% | -1.7% | +13.4% | +11.8% |
| 6M | -25.0% | -10.5% | -14.5% | -22.7% |
| YTD | -8.4% | -1.8% | -6.5% | -8.3% |
| 1Y | +43.4% | -4.1% | +47.5% | +44.3% |
| 3Y | +162.0% | +11.3% | +150.7% | +147.2% |
| 5Y | +70.1% | -32.1% | +102.3% | +79.2% |
| All | +250.0% | +48.2% | +201.8% | +179.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling