+116.1%
ALL vs EQIX
+31.3%
+84.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -2.2% | +2.3% | -4.6% | -2.7% |
| 30D | -5.6% | +0.4% | -6.0% | -5.7% |
| 3M | +17.2% | -1.1% | +18.4% | +17.2% |
| 6M | +23.2% | +11.5% | +11.8% | +20.0% |
| YTD | +23.6% | +38.2% | -14.6% | +14.4% |
| 1Y | +29.2% | +36.7% | -7.5% | +19.7% |
| 3Y | +153.8% | +44.1% | +109.8% | +129.9% |
| 5Y | +116.1% | +34.8% | +81.2% | +95.7% |
| All | +116.1% | +31.3% | +84.8% | +95.7% |
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