+222.7%
B vs EQIX
+291.6%
-68.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.0% |
| 7D | -2.7% | +1.3% | -4.0% | -3.0% |
| 30D | -4.3% | +3.4% | -7.8% | -5.2% |
| 3M | -2.3% | +3.9% | -6.2% | -3.3% |
| 6M | -16.2% | -0.7% | -15.5% | -16.1% |
| YTD | -8.8% | +41.5% | -50.4% | -16.3% |
| 1Y | +11.4% | +32.9% | -21.5% | +3.8% |
| 3Y | +174.3% | +48.3% | +126.0% | +146.2% |
| 5Y | +116.2% | +52.3% | +63.9% | +89.8% |
| 10Y | +222.7% | +298.6% | -75.9% | +101.8% |
| All | +222.7% | +291.6% | -68.8% | +101.8% |
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