+153.8%
B vs EQIX
+30.6%
+123.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | +2.3% | +1.3% | +1.0% | +2.0% |
| 30D | +1.4% | +0.3% | +1.0% | +1.3% |
| 3M | +12.2% | -1.6% | +13.7% | +12.6% |
| 6M | -2.1% | +12.2% | -14.3% | -4.7% |
| YTD | +2.9% | +38.0% | -35.0% | -5.2% |
| 1Y | +55.3% | +38.9% | +16.4% | +42.8% |
| 3Y | +198.7% | +43.8% | +154.9% | +168.3% |
| 5Y | +153.8% | +30.4% | +123.4% | +111.2% |
| All | +153.8% | +30.6% | +123.2% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling