+5,177.1%
ASML vs EQIX
+246.9%
+4,930.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.3% |
| 7D | +1.1% | -0.8% | +1.9% | +1.2% |
| 30D | +2.2% | -1.4% | +3.6% | +2.4% |
| 3M | -2.3% | -4.4% | +2.1% | -1.6% |
| 6M | +23.0% | +7.9% | +15.0% | +21.3% |
| YTD | +61.1% | +37.3% | +23.8% | +52.2% |
| 1Y | +129.1% | +37.8% | +91.3% | +116.3% |
| 3Y | +165.4% | +42.0% | +123.4% | +148.2% |
| 5Y | +109.5% | +29.6% | +79.8% | +99.1% |
| 10Y | +1,645.7% | +238.3% | +1,407.4% | +1,323.3% |
| All | +5,177.1% | +246.9% | +4,930.2% | +2,788.2% |
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