+4,290.1%
ASML vs EQIX
+239.1%
+4,051.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.5% | +3.5% | +4.7% |
| 7D | -9.0% | -0.1% | -8.9% | -9.0% |
| 30D | -21.0% | -1.8% | -19.1% | -20.6% |
| 3M | -16.3% | -3.4% | -12.9% | -15.7% |
| 6M | -7.5% | -6.0% | -1.5% | -6.5% |
| YTD | +34.0% | +34.2% | -0.2% | +27.3% |
| 1Y | +39.3% | +26.2% | +13.0% | +33.7% |
| 3Y | +128.9% | +41.7% | +87.2% | +114.6% |
| 5Y | +76.1% | +43.1% | +33.0% | +65.3% |
| 10Y | +1,428.4% | +260.8% | +1,167.6% | +1,137.3% |
| All | +4,290.1% | +239.1% | +4,051.0% | +2,315.7% |
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 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