+187.2%
ABBV vs EQIX
+33.7%
+153.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.5% | +1.9% |
| 7D | -2.0% | -1.6% | -0.4% | -1.8% |
| 30D | +2.0% | -0.4% | +2.3% | +1.9% |
| 3M | +14.2% | -0.9% | +15.1% | +14.2% |
| 6M | +14.1% | +8.1% | +5.9% | +12.5% |
| YTD | +14.2% | +35.7% | -21.4% | +9.1% |
| 1Y | +24.2% | +34.0% | -9.7% | +18.7% |
| 3Y | +89.8% | +41.4% | +48.4% | +79.3% |
| 5Y | +187.2% | +34.0% | +153.2% | +171.5% |
| All | +187.2% | +33.7% | +153.4% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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