-11.6%
ABT vs EQIX
+33.7%
-45.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -1.3% |
| 7D | -5.0% | -1.6% | -3.4% | -4.6% |
| 30D | -5.8% | -0.4% | -5.4% | -5.8% |
| 3M | +16.7% | -0.9% | +17.7% | +16.6% |
| 6M | -5.2% | +8.1% | -13.4% | -7.9% |
| YTD | -16.0% | +35.7% | -51.6% | -24.0% |
| 1Y | -18.3% | +34.0% | -52.2% | -25.9% |
| 3Y | +9.2% | +41.4% | -32.2% | -5.1% |
| 5Y | -11.6% | +34.0% | -45.6% | -24.1% |
| All | -11.6% | +33.7% | -45.3% | -24.1% |
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