+32,043.9%
AVGO vs EQIX
+1,691.2%
+30,352.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.3% |
| 7D | +25.0% | +7.6% | +17.4% | +21.1% |
| 30D | +2.0% | +5.2% | -3.3% | -0.1% |
| 3M | -12.3% | +0.8% | -13.1% | -12.5% |
| 6M | -12.8% | +0.2% | -13.0% | -13.2% |
| YTD | +5.9% | +42.2% | -36.3% | -10.5% |
| 1Y | +3.3% | +34.7% | -31.4% | -10.5% |
| 3Y | +293.1% | +49.0% | +244.1% | +221.4% |
| 5Y | +606.7% | +52.8% | +553.9% | +461.3% |
| 10Y | +2,733.6% | +300.4% | +2,433.2% | +1,338.9% |
| All | +32,043.9% | +1,691.2% | +30,352.7% | +7,858.4% |
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