+182.5%
EQX vs SUI
+47.2%
+135.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -4.0% |
| 7D | -8.3% | -3.8% | -4.5% | -7.3% |
| 30D | -4.7% | +3.9% | -8.6% | -5.9% |
| 3M | -10.1% | +0.2% | -10.4% | -10.3% |
| 6M | -29.9% | -4.2% | -25.7% | -29.4% |
| YTD | -26.0% | -2.5% | -23.5% | -25.9% |
| 1Y | -21.0% | -4.0% | -17.0% | -20.5% |
| 3Y | +127.7% | +16.5% | +111.2% | +111.6% |
| 5Y | +22.0% | -27.2% | +49.2% | +27.0% |
| All | +182.5% | +47.2% | +135.3% | +125.9% |
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