+1,149.0%
ABBV vs EQIX
+562.2%
+586.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.5% | +2.1% |
| 7D | -2.0% | -1.6% | -0.4% | -1.6% |
| 30D | +2.0% | -0.4% | +2.3% | +1.9% |
| 3M | +14.2% | -0.9% | +15.1% | +14.1% |
| 6M | +14.1% | +8.1% | +5.9% | +11.4% |
| YTD | +14.2% | +35.7% | -21.4% | +5.3% |
| 1Y | +24.2% | +34.0% | -9.7% | +14.7% |
| 3Y | +89.8% | +41.4% | +48.4% | +70.2% |
| 5Y | +187.2% | +34.0% | +153.2% | +156.3% |
| 10Y | +506.7% | +242.4% | +264.4% | +288.1% |
| All | +1,149.0% | +562.2% | +586.9% | +534.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling