+224.1%
B vs EQIX
+252.9%
-28.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -7.3% | +4.1% | -11.4% | -7.5% |
| 30D | -3.3% | +5.8% | -9.2% | -3.6% |
| 3M | -7.8% | -1.4% | -6.4% | -7.7% |
| 6M | -15.5% | -1.2% | -14.3% | -15.5% |
| YTD | -12.3% | +39.6% | -51.9% | -13.6% |
| 1Y | +5.4% | +36.8% | -31.5% | +3.9% |
| 3Y | +165.5% | +47.3% | +118.3% | +160.6% |
| 5Y | +107.0% | +50.1% | +56.9% | +102.5% |
| 10Y | +210.6% | +293.3% | -82.7% | +193.7% |
| All | +224.1% | +252.9% | -28.7% | +195.0% |
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