+285.9%
B vs EQIX
+246.9%
+39.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | -1.6% | -0.8% | -0.8% | -1.6% |
| 30D | +9.4% | -1.4% | +10.9% | +9.5% |
| 3M | +5.0% | -4.4% | +9.4% | +5.2% |
| 6M | -3.5% | +7.9% | -11.5% | -3.9% |
| YTD | +4.5% | +37.3% | -32.8% | +3.0% |
| 1Y | +67.8% | +37.8% | +30.0% | +65.3% |
| 3Y | +196.7% | +42.0% | +154.7% | +191.6% |
| 5Y | +151.9% | +29.6% | +122.3% | +147.7% |
| 10Y | +202.2% | +238.3% | -36.2% | +187.1% |
| All | +285.9% | +246.9% | +39.0% | +251.5% |
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