+1,670.8%
ASML vs EQIX
+232.4%
+1,438.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.4% |
| 7D | +1.1% | -0.8% | +1.9% | +1.5% |
| 30D | +2.2% | -1.4% | +3.6% | +2.8% |
| 3M | -2.3% | -4.4% | +2.1% | -0.6% |
| 6M | +23.0% | +7.9% | +15.0% | +18.1% |
| YTD | +61.1% | +37.3% | +23.8% | +36.7% |
| 1Y | +129.1% | +37.8% | +91.3% | +93.5% |
| 3Y | +165.4% | +42.0% | +123.4% | +115.4% |
| 5Y | +109.5% | +29.6% | +79.8% | +72.6% |
| All | +1,670.8% | +232.4% | +1,438.4% | +924.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling