+4,513.0%
ASML vs EQIX
+259.2%
+4,253.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.5% |
| 7D | +10.4% | +7.6% | +2.8% | +9.0% |
| 30D | -12.7% | +5.2% | -18.0% | -13.4% |
| 3M | -17.2% | +0.8% | -18.0% | -17.2% |
| 6M | -1.3% | +0.2% | -1.5% | -1.3% |
| YTD | +40.8% | +42.2% | -1.4% | +32.5% |
| 1Y | +45.2% | +34.7% | +10.5% | +37.9% |
| 3Y | +131.8% | +49.0% | +82.8% | +115.4% |
| 5Y | +84.0% | +52.8% | +31.2% | +70.8% |
| 10Y | +1,541.9% | +300.4% | +1,241.5% | +1,207.3% |
| All | +4,513.0% | +259.2% | +4,253.8% | +2,413.5% |
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