+1,628.4%
ALL vs EQIX
+259.2%
+1,369.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | 0.0% | +7.6% | -7.6% | -0.7% |
| 30D | +12.8% | +5.2% | +7.6% | +12.2% |
| 3M | +4.7% | +0.8% | +3.9% | +4.4% |
| 6M | +24.9% | +0.2% | +24.7% | +24.6% |
| YTD | +30.0% | +42.2% | -12.2% | +25.3% |
| 1Y | +29.9% | +34.7% | -4.8% | +25.9% |
| 3Y | +117.5% | +49.0% | +68.6% | +108.0% |
| 5Y | +161.7% | +52.8% | +108.8% | +148.3% |
| 10Y | +377.1% | +300.4% | +76.7% | +316.5% |
| All | +1,628.4% | +259.2% | +1,369.2% | +1,213.3% |
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